Boulay Financial Advisors, LLC

Boulay Financial Advisors, LLC (CRD# 111334) is a financial advisory firm headquartered in Eden Prairie, MN. They manage $1,868,751,352 in 3,853 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,869
    MILLION
  • Total Number of Accounts
    3,853
    ACCOUNTS
  • Average Account Value
    $485,012
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, IL, MN, NY, SD, TX, WA, WI

Financial Advisors at Boulay Financial Advisors, LLC
Showing 1 - 10 of 21 top financial advisors.
1
Tim A. Beversdorf
CRD#: 4221459
7500 Flying Clud Drive, Suite 800, Minneapolis, MN 55344

Tim Beversdorf (CRD# 4221459) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Minneapolis, MN and has over 23 years of experience in the finance industry.

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

David Bremer (CRD# 2894697) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Minneapolis, MN and has over 26 years of experience in the finance industry.

3
Jay R. Brown
CRD#: 4542374
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Jay Brown (CRD# 4542374) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 21 years of experience in the finance industry.

4
Chad M. Carlson
CRD#: 4450595
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Chad Carlson (CRD# 4450595) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 22 years of experience in the finance industry.

5
Nathan D. Faith
CRD#: 5721538
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Nathan Faith (CRD# 5721538) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 12 years of experience in the finance industry.

6
Matthew Heilmer
CRD#: 4210260
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Matthew Heilmer (CRD# 4210260) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 21 years of experience in the finance industry.

7
Ellen R. Horan
CRD#: 5805862
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Ellen Horan (CRD# 5805862) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 7 years of experience in the finance industry.

8
Haley Larue
CRD#: 6748802
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Haley Larue (CRD# 6748802) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 6 years of experience in the finance industry.

9
Jon J. Melander
CRD#: 1698904
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Jon Melander (CRD# 1698904) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 26 years of experience in the finance industry.

10
Scott E. Nelson
CRD#: 6268814
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Scott Nelson (CRD# 6268814) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 9 years of experience in the finance industry.

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