Boulay Financial Advisors, LLC
Boulay Financial Advisors, LLC (CRD# 111334) is a financial advisory firm headquartered in Eden Prairie, MN. They manage $1,868,751,352 in 3,853 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management1,869MILLION
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Total Number of Accounts3,853ACCOUNTS
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Average Account Value$485,012
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, IA, IL, MN, NY, SD, TX, WA, WI
Tim Beversdorf (CRD# 4221459) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Minneapolis, MN and has over 23 years of experience in the finance industry.
David Bremer (CRD# 2894697) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Minneapolis, MN and has over 26 years of experience in the finance industry.
Jay Brown (CRD# 4542374) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 21 years of experience in the finance industry.
Chad Carlson (CRD# 4450595) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 22 years of experience in the finance industry.
Nathan Faith (CRD# 5721538) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 12 years of experience in the finance industry.
Matthew Heilmer (CRD# 4210260) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 21 years of experience in the finance industry.
Ellen Horan (CRD# 5805862) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 7 years of experience in the finance industry.
Haley Larue (CRD# 6748802) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 6 years of experience in the finance industry.
Jon Melander (CRD# 1698904) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 26 years of experience in the finance industry.
Scott Nelson (CRD# 6268814) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 9 years of experience in the finance industry.