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Regardless of how much money you have in your investment accounts, there’s a good chance you’ll always have a little extra cash waiting to be utilized.
We’ll work together to help you identify investment opportunities and money management sources that put your cash to work for you while maintaining flexible access.
These are automated, secure options for short-term cash that’s waiting to be deployed either in the market or for everyday expenses.
These are potentially higher-yielding options for longer-term, more goal-oriented cash balances.
8000 Norman Center Drive, Suite 230
Bloomington, MN 55437
Alexandra is a proud Nebraska Cornhusker. She graduated with her BA in dance from the University of Nebraska, Lincoln. After performing with a small dance company in Lincoln for two years, she moved back home to Minnesota. Alexandra attended and completed the cosmetology program at the Aveda Institute in Minneapolis.
She is honored to have worked for Cole’s Salon in Savage, MN for five years where she built a significant clientele working as a hairstylist. Over the years she has continued to dance professionally while adding yoga to both her personal practice and professional repertoire. Alexandra completed the YTT 200 HR program at Yoga4You and is a certified yoga instructor.
She has many years of customer service experience and continues to look forward to serving the clients of Bane O’Leary Wealth Management.
8000 Norman Center Drive, Suite 230
Bloomington, MN 55437
Mark H. Stevens, vice president of Bane O’Leary Wealth Management, began his career as an investment advisor representative in 2014 after a 30-year business career with Viking Engineering & Development, Ecolab, and Nalco. Mark graduated from the University of Minnesota with a degree in chemical engineering. He holds the Registered Financial Consultant (RFC ®) designation and a Series 66 Securities Investment Law License.
8000 Norman Center Drive, Suite 230
Bloomington, MN 55437
Raymond A. Meifert is the vice president of marketing and business development at Bane O’Leary Wealth Management. Ray has more than 25 years of marketing and sales management experience and is a former vice president of marketing for Katun Corporation in Minneapolis. Prior to joining Katun, Ray held various executive marketing and sales management positions with 3M Company’s Data Storage Products Division and its spin-off company, Imation Corp. He has the reputation for connecting with customers and developing easy-to-understand marketplace positioning and communications. In addition to Ray’s experience in a corporate setting, he has held executive and advisory positions in venture company settings, as well as serving on the city of Edina’s Art and Culture Commission. Ray is a graduate of the University of Mississippi (Ole Miss) and has a graduate degree from Tulane University.
8000 Norman Center Drive, Suite 230
Bloomington, MN 55437
Patrick T. O’Leary, founder, senior vice president, and managing partner of Bane O’Leary Wealth Management began his career in the financial services industry over 15 years ago. He and his partners have built a wealth management firm that specializes in helping retirees and pre-retirees generate and preserve wealth, and protect their legacy. Patrick graduated from the University of North Dakota with a degree in finance. He is recognized as an Ed Slott IRA Advisor. He holds the Registered Financial Consultant (RFC ®) designation and a Series 66 Securities Investment Law License.
Patrick resides in Chaska, MN, with his wife and four daughters.
8000 Norman Center Drive, Suite 230
Bloomington, MN 55437
Craig A. Bane, founder, senior vice president, and managing partner of Bane O’Leary Wealth Management began his career in the financial services industry in 2004, after a 22-year career in corporate America with 3M (Business Development Manager), G&K Services (Director, Sales), and Katun Corporation (Vice President, Sales). A graduate of the University of Nebraska with a degree in finance, Craig is recognized as an Ed Slott IRA Advisor. He holds the Registered Financial Consultant (RFC ®) designation and a Series 66 Securities Investment Law License.
8000 Norman Center Drive, Suite 230
Bloomington, MN 55437
Steven C. Bane RFC ® is the founder, president, CEO, and managing partner of Bane O’Leary Wealth Management. Steve began his career in the financial services industry in 1999, after 24 years in the petroleum industry as a geologist and various management capacities with Amoco (BP), including president of Amoco Australia and Amoco New Zealand. A graduate of California Lutheran University, with a BS in Geology, and Amoco Management Institute, with an Executive MBA in Business and Finance, Steve is recognized as an Ed Slott Master Elite IRA Advisor. Steve holds the Registered Financial Consultant (RFC) designation and Series 65 Uniform Investment Law License.
