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Patrick Joseph Rooney

Investment Adviser Representative at Ehlers

Minneapolis, MNCRD #7842947Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Patrick Joseph Rooney is an investment adviser representative with Ehlers in Minneapolis, MN, where they have been registered since 2023, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser) and Series 50 (municipal advisor representative). They are registered to provide investment advice in Colorado, Illinois, Kansas, Minnesota, and Wisconsin.

Office

3001 Broadway Street Ne, Suite 320
Minneapolis, MN 55413

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado, Illinois, Kansas, Minnesota, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/8/2023
Series 50
Municipal Advisor Representative Qualification Exam
Passed 1/22/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

EhlersCurrent
12/8/2023 – Minneapolis, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Ehlers Investment Partners
    Sep 2022 – no end date reportedRoseville, MN
  2. Ehlers
    Mar 2020 – Sep 2022Roseville, MN
  3. Ehlers
    Oct 2018 – Mar 2020Roseville, MN
  4. Minnesota State Senate
    Jan 2013 – Jan 2018St. Paul, MN
  5. University of Minnesota - Carlson School of Management
    Sep 2016 – May 2019Minneaapolis, MN

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Ehlers

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Minneapolis, MN

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Joseph Rooney has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Patrick Joseph Rooney (Ehlers) - Fees & Credentials