Boreal Advisors LLC
Boreal Advisors LLC (CRD# 299618) is a financial advisory firm headquartered in New Brighton, MN. They manage $41,700,000 in 251 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management42MILLION
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Total Number of Accounts251ACCOUNTS
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Average Account Value$166,135
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MN, TX
Luke Johnson (CRD# 5550751) is a Financial Advisor working at Ballast Advisors in Arden Hills, MN and has over 9 years of experience in the finance industry. Luke Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.