Patrick
Dardis

Bps Capital Management, Inc

CRD#7645646
Investment Advisor
in Minneapolis, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Patrick Dardis is a financial advisor based in Minneapolis, Minnesota, working with Bps Capital Management, Inc. Patrick has previously held positions at Bps Capital Management, Inc, Target Corporation, 3M Corporation, and Jpmorgan Chase. Patrick has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Patrick is part of Bps Capital Management, Inc, which operates out of Minneapolis, Minnesota. The firm has 6 employees and manages assets totaling $3.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Bps Capital Management, Inc includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

7900 International Drive Suite 1050
Minneapolis, MN 55425

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bps Capital Management, Inc Brokerage Details

Total Assets Under Management

$3,769,701,433

MN Average: $5,289,111,388
Total Number of Employees

6

MN Average: 157
Total Number of Accounts

69

MN Average: 8,262
Average Account Size

$54,633,354

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Patrick Dardis Work History

2022 - Present (2 years)

Bps Capital Management, Inc

2020 - 2022 (2 years)

Target Corporation

2018 - 2019 (1 year)

3M Corporation

2005 - 2017 (12 years)

Jpmorgan Chase

Disclosures

Please visit the SEC profile of Patrick Dardis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bps Capital Management, Inc

Eric Swanson
Minneapolis, MN
Erin Swanson
Minneapolis, MN
Patrick Dardis
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started