Bane O'Leary LLC

Craig Bane is a financial advisor at Bane O'Leary LLC in Bloomington, MN, with 21 years of industry experience. He holds a Series 66 designation and has worked at Bane O'Leary LLC since 2017, previously operating as a sole proprietor and holding positions at Barber Financial Group and National Planning Corporation. Outside of advisory work, he sells fixed life insurance and annuity products. Bane O'Leary LLC serves individual and high-net-worth clients, managing discretionary portfolios and providing financial planning services including Social Security analyses and tax-planning reports. The firm uses fundamental and technical analysis to implement client-specific strategies and offers educational seminars and standalone Social Security claiming strategies.

Steven Bane is a financial advisor with Bane O’Leary LLC in Edmond, Oklahoma, holding Series 63 and Series 65 registrations and 27 years of industry experience. His career includes roles at Mutual Securities, Inc., Barber Financial Group, Inc., and National Planning Corporation, and he has operated as a sole proprietor since 2014. Outside of his advisory work, he serves as CFO for Bane Management Group, an administrative operations firm, and works as a licensed insurance agent. Bane O’Leary LLC is a four-advisor team serving individual and high-net-worth clients with discretionary portfolio management and financial planning, managing approximately $86.6 million for around 170 clients. The firm employs fundamental and technical analysis to implement client-specific strategies, offers Social Security analyses, tax-planning reports, and conducts no-charge public seminars and workshops.

Patrick O’Leary is a financial advisor at Bane O’Leary LLC with 21 years of industry experience. He has worked at Bane O’Leary LLC since 2017 and previously held roles at Barber Financial Group and National Planning Corporation. Outside of his advisory work, he is involved in insurance sales and services as a sole proprietor. Bane O’Leary LLC is a four-advisor team serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs fundamental and technical analysis to implement client-specific strategies and provides regular account reviews, Social Security analyses, and tax-planning reports.

Mark Stevens is a financial advisor with Bane O'Leary LLC in Bloomington, MN, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at Bane O'Leary LLC since 2017 and previously operated as a sole proprietor and held roles at Barber Financial Group and National Planning Corporation. Stevens also serves as CEO and president of Beacon North Associates, a sales consulting business that is currently inactive. Bane O’Leary LLC serves individual and high-net-worth clients with discretionary portfolio management and financial planning, managing approximately $86.6 million across about 170 clients. The firm employs both fundamental and technical analysis, provides regular account reviews, and offers educational seminars and Social Security claiming strategy reports.