Patrick Osmonson, CPA

Focus Areas

Wealth Management

Tax Planning

Small Business Management

About the Financial Advisor

Patrick believes the Investment and Wealth Management process begins with understanding a client’s current and future goals. 

He focuses on serving retirees and small business owners in Bloomington, MN. 

Patrick serves his clients by helping them achieve their retirement goals, applying strategies to reduce taxes, and by implementing business management practices. 

Education and Designations

• Minnesota School of Business, Certificate, Accounting 
• CPA – Certified Public Account 
• Series 7 license

Personal Life

Patrick loves being married to his wife, Cheryl. They spend their time with their two dogs and traveling as much as they can.