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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-10-2017
- Office Locations
- 2
Office Locations
About Bane O'leary LLC
Bane O'Leary LLC is a Bloomington, MN-based advisory firm serving retirees and entrepreneurs with retirement-focused financial planning, tax planning, and portfolio construction across 401(k)s, IRAs, Social Security, and pensions. Investment implementation primarily uses mutual funds and ETFs via Charles Schwab and TD Ameritrade, and the team runs educational retirement-tax seminars.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 167 clients, or 41.8 clients per representative. That equates to $510.8K in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Bane O'leary LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CRAIG ALLAN BANE
Financial Advisor, Managing Partner
- CRD
- #4894816
- Ownership
- 25% but less than 50%
STEVEN CHARLES BANE
Chief Compliance Officer, Investment Advisor Representative, Managing Partner
- CRD
- #3112198
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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MARK HOWARD STEVENS
Investment Advisor Representative
- CRD
- #1810410
Showing 1 of 4 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $85,300,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bane O'leary LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.