LPL Enterprise
43yrs
Top advisor by experience in St. Louis Park
4yrs
Patrick Loree
Full name on record: Patrick William Loree
Financial advisor at State Farm Investment Management
Patrick Loree has worked in the financial industry for 4 years and is a fiduciary financial advisor based in St. Louis Park, Minnesota. Patrick joined State Farm Investment Management in 2022, a firm offering investment management. The firm is paid through a percentage of assets.
One of 190 advisors with offices in St. Louis Park, and one of 168 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office3981 Zarthan Ave S, St. Louis Park, MN 55416
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowState Farm Investment Management Corp.Current firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call State Farm Investment Management at 800-447-0740 and ask for Patrick Loree. Patrick works from the St. Louis Park, MN office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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