Boulder Investment Group

Boulder Investment Group (CRD# 147809) is a financial advisory firm headquartered in Overland Park, KS. They manage $47,291,334 in 293 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    293
    ACCOUNTS
  • Average Account Value
    $161,404
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, KS, MO, TX

Financial Advisors at Boulder Investment Group
Showing 1 - 2 of 2 top financial advisors.
1
Paul G. Wiederholt
CRD#: 2767140
7400 W 132nd St., Suite 165, Overland Park, KS 66213

Paul Wiederholt (CRD# 2767140) is an Investment Advisor Representative working at Boulder Investment Group in Overland Park, KS and has over 27 years of experience in the finance industry. Paul Wiederholt 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
Suzanne E. Wallace
CRD#: 7072324
7400 W 132nd St., Suite 165, Overland Park, KS 66213

Suzanne Wallace (CRD# 7072324) is an Investment Advisor Representative working at Boulder Investment Group in Overland Park, KS and has over 4 years of experience in the finance industry.

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