Boulay Financial Advisors, LLC

Boulay Financial Advisors, LLC (CRD# 111334) is a financial advisory firm headquartered in Minneapolis, MN. They manage $396,009,745 in 1,017 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    396
    MILLION
  • Total Number of Accounts
    1,017
    ACCOUNTS
  • Average Account Value
    $389,390
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, CT, FL, MN, ND, NE, TX, WI

Financial Advisors at Boulay Financial Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Tim A. Beversdorf
CRD#: 4221459
7500 Flying Clud Drive, Suite 800, Minneapolis, MN 55344
96
Wealthminder
score

Tim Beversdorf (CRD# 4221459) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Minneapolis, MN and has over 16 years of experience in the finance industry. Tim Beversdorf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David E. Bremer
CRD#: 2894697
7500 Flying Cloud Drive, Suite 800, Minneapolis, MN 55344
96
Wealthminder
score

David Bremer (CRD# 2894697) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Minneapolis, MN and has over 19 years of experience in the finance industry. David Bremer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Molly C. Sebold
CRD#: 4694816
7500 Flying Cloud Drive, Suite 800, Minneapolis, MN 55344
96
Wealthminder
score

Molly Sebold (CRD# 4694816) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Minneapolis, MN and has over 13 years of experience in the finance industry. Molly Sebold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Chad M. Carlson
CRD#: 4450595
7500 Flying Cloud Drive, Suite 800, Minneapolis, MN 55344
93
Wealthminder
score

Chad Carlson (CRD# 4450595) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Minneapolis, MN and has over 14 years of experience in the finance industry.

5
Heather D. Croke
CRD#: 4448607
7500 Flying Cloud Drive, Suite 800, Minneapolis, MN 55344
93
Wealthminder
score

Heather Croke (CRD# 4448607) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Minneapolis, MN and has over 14 years of experience in the finance industry.

6
Braden C. Ellis
CRD#: 5480810
7500 Flying Cloud Drive, Suite 800, Minneapolis, MN 55344
93
Wealthminder
score

Braden Ellis (CRD# 5480810) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Minneapolis, MN and has over 8 years of experience in the finance industry.

7
Nathan D. Faith
CRD#: 5721538
7500 Flying Cloud Drive, Suite 800, Minneapolis, MN 55344
93
Wealthminder
score

Nathan Faith (CRD# 5721538) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Minneapolis, MN and has over 5 years of experience in the finance industry. Nathan Faith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Randall L. Reese
CRD#: 1627723
7500 Flying Cloud Drive, Suite 800, Minneapolis, MN 55344
93
Wealthminder
score

Randall Reese (CRD# 1627723) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Minneapolis, MN and has over 29 years of experience in the finance industry.

9
Patrick K. Schneeman
CRD#: 4823363
7500 Flying Cloud Drive, Suite 800, Minneapolis, MN 55344
88
Wealthminder
score

Patrick Schneeman (CRD# 4823363) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Minneapolis, MN and has over 2 years of experience in the finance industry.

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