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 11 - 20 of 21 top financial advisors.
11
Brian A. Obermeier
CRD#: 4048835
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Brian Obermeier (CRD# 4048835) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 24 years of experience in the finance industry.

12
Patrick K. Schneeman
CRD#: 4823363
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Patrick Schneeman (CRD# 4823363) 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.

13
Robert A. Steffen
CRD#: 1064057
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Robert Steffen (CRD# 1064057) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has 1 year of experience in the finance industry.

14
Rachel M. Esker
CRD#: 6370853
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Rachel Esker (CRD# 6370853) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 3 years of experience in the finance industry.

15
Zachariah R. Haire
CRD#: 7384261
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Zachariah Haire (CRD# 7384261) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has 1 year of experience in the finance industry.

16
Catherine A. Hogan
CRD#: 2155424
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Catherine Hogan (CRD# 2155424) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 29 years of experience in the finance industry.

17
Michael J. Johnson
CRD#: 6960893
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Michael Johnson (CRD# 6960893) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 4 years of experience in the finance industry.

18
Abigail M. Leisen
CRD#: 7691915
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Abigail Leisen (CRD# 7691915) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has 1 year of experience in the finance industry.

19
Carter J. Morrissette
CRD#: 7516100
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Carter Morrissette (CRD# 7516100) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has 1 year of experience in the finance industry.

20
Chase M. Siegfried
CRD#: 7477852
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Chase Siegfried (CRD# 7477852) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has 1 year of experience in the finance industry.

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