Financial ADVSR advisor directory · SEC adviser records
Boulay Wealth financial advisors in Minnesota
Every SEC-registered investment adviser representative at a Boulay Wealth office in Minnesota, by city and A to Z.
The short answer
32 registered advisors work at Boulay Wealth in Minnesota, out of 32 nationwide; it's the firm's number 1 state by advisors, and the most are in Eden Prairie (31). 18 list the CFP designation and 3 are also registered broker representatives.
Boulay Wealth advisors by city in Minnesota
Every firm in Minnesota →Boulay Wealth advisors in Minnesota, A to Z
Search by name →- Mary K. BaumanEden Prairie
- Joseph D. BloodgoodEden Prairie · Certified Financial Planner
- David E. BremerMinneapolis · Certified Financial Planner
- Jay R. BrownEden Prairie · Certified Financial Planner, Chartered Financial Consultant
- Chad M. CarlsonEden Prairie
- Aidan L. ChaconEden Prairie · Certified Financial Planner
- Christopher ClaussenEden Prairie · Certified Financial Planner
- Rose A. CumminsEden Prairie · Certified Financial Planner
- Matthew R. DelaneyEden Prairie · Certified Financial Planner
- Gerson J. DiazEden Prairie
- Abigail M. EvensonEden Prairie · Certified Financial Planner
- Nathan D. FaithEden Prairie · Certified Financial Planner
- Blake B. FaustEden Prairie · Certified Financial Planner
- Calli R. GlassEden Prairie
- Zachariah R. HaireEden Prairie
- Meghan M. HanesEden Prairie
- Catherine A. HoganEden Prairie
- Ellen R. HoranEden Prairie · Certified Financial Planner
- Michael J. JohnsonEden Prairie
- Anika S. LundeEden Prairie · Certified Financial Planner
- Jeremy J. McDanielEden Prairie
- Jon J. MelanderEden Prairie · Certified Financial Planner
- Ava R. NelsonEden Prairie
- Scott E. NelsonEden Prairie · Certified Financial Planner, Chartered Financial Analyst
- Thomas R. PargettEden Prairie · Certified Financial Planner
- Rachel M. RiceEden Prairie · Certified Financial Planner
- Timothy J. RockfordEden Prairie
- William G. SchleicherEden Prairie
- Patrick K. SchneemanEden Prairie
- Chase M. SiegfriedEden Prairie
- Laura A. StenzelEden Prairie · Certified Financial Planner
- Christina E. UlsbyEden Prairie · Certified Financial Planner
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Questions
How many Boulay Wealth financial advisors are in Minnesota?
32 investment adviser representatives are registered at Boulay Wealth offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 32 at the firm nationwide. 18 list the CFP designation and 3 are also registered as broker representatives.
Where in Minnesota does Boulay Wealth have the most advisors?
Eden Prairie, with 31, then Minneapolis (1). Boulay Wealth has advisors in 2 cities in Minnesota.
How do I check a Boulay Wealth advisor in Minnesota?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Boulay Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.