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).

Current Firm Details
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344
https://twitter.com/boulaygroup
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 21 - 21 of 21 top financial advisors.
21
Christina Ulsby, financial advisor Eden Prairie MN
Christina E. Ulsby
CRD#: 6960913
11095 Viking Drive, Suite 500, Eden Prairie, MN 55344

Christina Ulsby (CRD# 6960913) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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