Troy Noor, financial advisor Bloomington MN

Troy Noor

CRD Number: 2817889
Current Firm: Boulevard
Compensation Model: Both

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

 

CONTACT
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Professional Designations
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
Contact Info for Troy A. Noor
By the Numbers
  • Total Assets Under Management
    76
    MILLIONS
  • Total Number of Accounts
    772
    ACCOUNTS
  • Average Account Value
    $98,445
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Firm Disclaimer:

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.

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