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).
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Total Assets Under Management1,869MILLION
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Total Number of Accounts3,853ACCOUNTS
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Average Account Value$485,012
- 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)
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, IA, IL, MN, NY, SD, TX, WA, WI
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.