Financial ADVSR advisor directory · SEC adviser records
Boulay Wealth financial advisors in Eden Prairie, MN
Every SEC-registered investment adviser representative at a Boulay Wealth office in Eden Prairie, A to Z.
The short answer
31 registered advisors work at Boulay Wealth in Eden Prairie, out of 32 at the firm nationwide; it ranks number 1 in the city by advisors. 17 list the CFP designation and 3 are also registered broker representatives.
Boulay Wealth advisors in Eden Prairie, A to Z
Every Boulay Wealth advisor →- Mary K. BaumanInvestment adviser rep
- Joseph D. BloodgoodCertified Financial Planner · Also a broker rep
- Jay R. BrownCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Chad M. CarlsonInvestment adviser rep
- Aidan L. ChaconCertified Financial Planner
- Christopher ClaussenCertified Financial Planner
- Rose A. CumminsCertified Financial Planner
- Matthew R. DelaneyCertified Financial Planner
- Gerson J. DiazInvestment adviser rep
- Abigail M. EvensonCertified Financial Planner
- Nathan D. FaithCertified Financial Planner
- Blake B. FaustCertified Financial Planner
- Calli R. GlassInvestment adviser rep
- Zachariah R. HaireInvestment adviser rep
- Meghan M. HanesAlso a broker rep
- Catherine A. HoganInvestment adviser rep
- Ellen R. HoranCertified Financial Planner
- Michael J. JohnsonInvestment adviser rep
- Anika S. LundeCertified Financial Planner
- Jeremy J. McDanielInvestment adviser rep
- Jon J. MelanderCertified Financial Planner
- Ava R. NelsonInvestment adviser rep
- Scott E. NelsonCertified Financial Planner, Chartered Financial Analyst
- Thomas R. PargettCertified Financial Planner
- Rachel M. RiceCertified Financial Planner
- Timothy J. RockfordInvestment adviser rep
- William G. SchleicherInvestment adviser rep
- Patrick K. SchneemanInvestment adviser rep
- Chase M. SiegfriedInvestment adviser rep
- Laura A. StenzelCertified Financial Planner
- Christina E. UlsbyCertified Financial Planner
Boulay Wealth advisors in every city and state →Boulay Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Boulay Wealth advisors in other cities
Other firms in Eden Prairie
All Eden Prairie advisors →LPL Financial LLC 16Strategic Wealth Group 14Ameriprise Financial Services, LLC 13Abbey Street 8The Wealth Group - Austin B. Colby & Associates 8Edward Jones 6Usadvisors Wealth Management, LLC 5Wells Fargo Clearing Services, LLC 5Christensen Group Financial, LLC 4Cambridge Investment Research Advisors, Inc. 3Murphy Pohlad Asset Management LLC 3Osaic Wealth, Inc. 3
Questions
How many financial advisors does Boulay Wealth have in Eden Prairie?
31 investment adviser representatives are registered at Boulay Wealth offices in Eden Prairie, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 32 nationwide. 17 list the CFP designation and 3 are also registered as broker representatives.
Is Boulay Wealth one of the largest advisor employers in Eden Prairie?
Boulay Wealth ranks number 1 in Eden Prairie by registered advisors, ahead of LPL Financial LLC (16).
How do I check a Boulay Wealth advisor in Eden Prairie?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.