Boulder Investment Group

Boulder Investment Group (CRD# 147809) is a financial advisory firm headquartered in Overland Park, KS. They manage $54,678,276 in 309 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
7400 W 132nd St., Suite 165, Overland Park, KS 66213
https://www.instagram.com/boulderkc
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $176,952
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 Wiederholt, financial advisor Overland Park KS
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.

2
Suzanne Wallace, financial advisor Overland Park KS
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.

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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