PROFESSIONAL SUMMARY
Senior Partner at Boulevard Wealth Management, Inc.
Founder of Alpha Investment Advisors, Inc., a Registered Investment Advisor
19-year financial industry experience in portflio management and comprehensive planning
BOULEVARD ROLE
Lead Portfolio Manager: Signature Five™ strategies, customized allocation plans, tax harvesting, rebalancing
Portfolio Risk Oversight: Separate account management, Signature Five™ overlay management
Mean Variance Optimization: Portfolio aggregation, research, testing, and allocation
RECENT EXPERIENCE
VP Investment Research, Breneman Winbush Wealth Management
Financial Advisor, Ameriprise Financial Services, Inc.
EDUCATION
Bachelor of Applied Science (B.A.Sc.), International Business, St. Cloud State University
CERTIFIED FINANCIAL PLANNER™ Curriculum, American College
Chartered Financial Analyst®, CFA Institute
OTHER
CFP® Certificant, CFP Board, Inc.
Active CFA® Charter holder, CFA Institute
Lay Leader, Discovery United Methodist Church in Chanhassen, Minnesota
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Boulevard Wealth Management, Inc. | Bloomington, MN | Nov 2013 - Current | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1996 |
- MN
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts772ACCOUNTS
-
Average Account Value$98,445
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
MN
Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor. Insurance Services through Boulevard Wealth Management, LLC (dba BOULEVARD), A Licensed Insurance Agency. Troy Noor, CFP®, CFA does not offer tax or legal advice. Please consult the appropriate advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.