Patrick Illies
Twin Cities Retirement Group · Plymouth, Minnesota
Patrick Illies is a fee-only financial advisor at Twin Cities Retirement Group in Plymouth, Minnesota. Patrick focuses on retirement planning. Twin Cities Retirement Group reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Tech employees
Facts
| Firm | Twin Cities Retirement Group |
|---|---|
| Based in | Plymouth, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $144.9M across 234 accounts |
| SEC registration | Investment adviser representative in MN, TX · CRD 4781988 |
| Exams passed | Series 66 (2004) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.twincitiesretirementgroup.com |
| Profile |
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Questions about Patrick
Is Patrick Illies a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Twin Cities Retirement Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Twin Cities Retirement Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Patrick Illies based?
Patrick Illies is based in Plymouth, Minnesota.
What does Patrick specialize in?
Patrick's specialties include retirement planning. Patrick works with retirees, pre-retirees and tech employees.
Is Patrick Illies registered with the SEC?
Yes. Patrick Illies is registered as an investment adviser representative in MN and TX (CRD 4781988), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Twin Cities Retirement Group manage?
Twin Cities Retirement Group reports $144.9M across 234 accounts in assets under management.
How do I contact Patrick Illies?
Through Patrick's website, www.twincitiesretirementgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Twin Cities Retirement Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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