Braden EllisCRD Number: 5480810
Current Firm: Boulay Financial Advisors, LLC
Braden Ellis (CRD# 5480810) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Minneapolis, MN and has over 9 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Valmark Securities, Inc.||Akron, OH||Feb 2015 - Current||3|
|Boulay Financial Advisors, LLC||Eden Prairie, MN||Apr 2014 - Current||3|
|Boulay Pllp||Eden Prairie, MN||Apr 2014 - Current||3|
|1st Global Capital Corp.||Eden Prairie, MN||Apr 2014 - Feb 2015||< 1|
|Park Avenue Securities||Minneapolis, MN||Jan 2008 - Mar 2014||6|
|Guardian Life Insurance Company||Minneapolis, MN||Jun 2007 - Mar 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2008|
Total Assets Under Management590MILLIONS
Total Number of Accounts1,246ACCOUNTS
Average Account Value$473,496
- 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)
CA, FL, MN, TX, WI
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