Unclaimed Profile

Patrick Andrew Fry

KELLOGG ASSET MANAGEMENT, LLC·GREEN BAY, Wisconsin

SIE, Series 4, Series 7, Series 24, Series 27, Series 53, Series 63CFAClean record25 years registeredKELLOGG ASSET MANAGEMENT, LLC

200 NORTH ADAMS STREET, GREEN BAY, WI 54301CRD# 1884853Firm CRD# 150031

Profile Verification

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

Identity

Patrick Andrew Fry · GREEN BAY, WI

Registration

CRD #1884853 · KELLOGG ASSET MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

KELLOGG ASSET MANAGEMENT, LLC

Jan 2010 – present

ASSOCIATED INVESTMENT MANAGEMENT LLC

Jun 2001 – Jan 2013

GREEN BAY, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 53

Series 63

Registration record

First registered · June 5, 2001

Years registered · 25

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KELLOGG ASSET MANAGEMENT, LLC

CRD 150031 · SEC 801-70113

AUM

$2.5B

Regulatory assets under management

Employees

115 client accounts

Services offered by KELLOGG ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at KELLOGG ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Andrew Fry offer?

Patrick Andrew Fry specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in GREEN BAY, Wisconsin for a consultation.

What are Patrick Andrew Fry's credentials?

Patrick Andrew Fry holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Patrick Andrew Fry located?

Patrick Andrew Fry is based in GREEN BAY, Wisconsin, working with KELLOGG ASSET MANAGEMENT, LLC. Their office serves clients in the GREEN BAY metropolitan area and surrounding communities.

How does Patrick Andrew Fry charge for services?

Patrick Andrew Fry's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KELLOGG ASSET MANAGEMENT, LLC?

KELLOGG ASSET MANAGEMENT, LLC has approximately 11 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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