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 10 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||4|
|Boulay Pllp||Eden Prairie, MN||Apr 2014 - Current||4|
|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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