Unclaimed Profile

Patrick Ryan Regan

MERISTEM FAMILY WEALTH, LLC·MINNETONKA, Minnesota

Series 7, Series 63Clean record12 years registeredMERISTEM FAMILY WEALTH, LLC

701 CARLSON PARKWAY, MINNETONKA, MN 55305CRD# 2515605Firm CRD# 109141

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Ryan Regan · MINNETONKA, MN

Registration

CRD #2515605 · MERISTEM FAMILY WEALTH, LLC · 12 years registered

Brand Profile

Not yet started

Career History

CRESSET ASSET MANAGEMENT, LLC

Jun 2022 – present

MERISTEM FAMILY WEALTH

Mar 2014 – Jun 2022

MINNETONKA, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · March 12, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERISTEM FAMILY WEALTH, LLC

CRD 109141 · SEC 801-57126

AUM

$5.4B

Regulatory assets under management

Employees

768 client accounts

Services offered by MERISTEM FAMILY WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at MERISTEM FAMILY WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Ryan Regan offer?

Patrick Ryan Regan specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.

What are Patrick Ryan Regan's credentials?

Patrick Ryan Regan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Ryan Regan located?

Patrick Ryan Regan is based in MINNETONKA, Minnesota, working with MERISTEM FAMILY WEALTH, LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.

How does Patrick Ryan Regan charge for services?

Patrick Ryan Regan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERISTEM FAMILY WEALTH, LLC?

MERISTEM FAMILY WEALTH, LLC has approximately 41 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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