Boulevard

Boulevard (CRD# 164423) is a financial advisory firm headquartered in Eden Prairie, MN. They manage $74,275,969 in 761 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    761
    ACCOUNTS
  • Average Account Value
    $97,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Boulevard
Showing 1 - 8 of 8 top financial advisors.
1
Aaron D. Kolkman
CRD#: 4334965
Eden Prairie, MN 55344

Aaron Kolkman is a retired securities principal and developer of The Life Cycle of Wealth™ advisory model. He previously worked for three major U.S. financial institutions before founding a portfolio risk management firm during the 2008 financial crisis. Kolkman is a recognized leader in aggregate portfolio Mean Variance Optimization (MVO) techniques to support financial planning. His Minneapolis strategic planning team incorporates all phases of The Life Cycle, with an emphasis on written estate strategies. Kolkman holds a B.A. in Psychology, a M.S. in Finance, and a Graduate Certificate in Financial Analysis. He is also a CERTIFIED FINANCIAL PLANNER™ and an ACCREDITED ASSET MANAGEMENT SPECIALIST™. Kolkman is the principal of Fidere Media, LLC, and co-author of THE RISK MANAGER™ - a conservative economics, planning and portfolio management blog for families. He is a member of the Committee for the Fiduciary Standard, the International Association of Advisors for Philanthropy, and the Financial Planning Association. A native of South Dakota and Nebraska, he now lives in Plymouth, Minnesota. In his free time, Aaron loves spending time outdoors with his family: boating, camping, and biking.

2
Brennan P. McCarthy
CRD#: 7012134
6500 City West Parkway, Suite 325, Eden Prairie, MN 55344

Brennan McCarthy (CRD# 7012134) is an Investment Advisor Representative working at Boulevard in Eden Prairie, MN and has 1 year of experience in the finance industry. Brennan McCarthy 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.

3
Amy J. Nielsen
CRD#: 6275670
6500 City West Parkway, Suite 325, Eden Prairie, MN 55344

Amy Nielsen (CRD# 6275670) is an Investment Advisor Representative working at Boulevard in Eden Prairie, MN and has over 7 years of experience in the finance industry.

4
Troy A. Noor
CRD#: 2817889
Eden Prairie, MN 55344

PROFESSIONAL SUMMARY   

 

Senior Partner at Boulevard Wealth Management, Inc.

 

Founder of Alpha Investment Advisors, Inc., a Registered Investment Advisor

 

19-year financial industry experience in portflio management and  comprehensive planning

 

BOULEVARD ROLE

 

Lead Portfolio Manager: Signature Five™ strategies, customized allocation plans, tax harvesting, rebalancing

 

Portfolio Risk Oversight: Separate account management, Signature Five™ overlay management

 

Mean Variance Optimization: Portfolio aggregation, research, testing, and allocation

 

RECENT EXPERIENCE

 

VP Investment Research, Breneman Winbush Wealth Management

 

Financial Advisor, Ameriprise Financial Services, Inc.

 

EDUCATION

 

Bachelor of Applied Science (B.A.Sc.), International Business, St. Cloud State University

 

CERTIFIED FINANCIAL PLANNER™ Curriculum, American College

 

Chartered Financial Analyst®, CFA Institute

 

OTHER

 

CFP® Certificant, CFP Board, Inc.

 

Active CFA® Charter holder, CFA Institute

 

Lay Leader, Discovery United Methodist Church in Chanhassen, Minnesota

 

5
Joseph L. Rapacki
CRD#: 2940613
6500 City West Parkway, Suite 325, Eden Prairie, MN 55344

Joseph Rapacki (CRD# 2940613) is an Investment Advisor Representative working at Boulevard in Eden Prairie, MN and has over 23 years of experience in the finance industry.

6
Kathleen M. Rodine
CRD#: 1626793
6500 City West Parkway, Suite 325, Eden Prairie, MN 55344

Kathleen Rodine (CRD# 1626793) is an Investment Advisor Representative working at Boulevard in Eden Prairie, MN and has over 24 years of experience in the finance industry.

7
Derek D. Villars
CRD#: 4533767
6500 City West Parkway, Suite 325, Eden Prairie, MN 55344

Derek Villars (CRD# 4533767) is an Investment Advisor Representative working at Boulevard in Eden Prairie, MN and has over 18 years of experience in the finance industry.

8
Robert G. Neuman
CRD#: 4153524
6500 City West Parkway, Suite 325, Eden Prairie, MN 55344

Robert Neuman (CRD# 4153524) is an Investment Advisor Representative working at Boulevard in Eden Prairie, MN and has 1 year of experience in the finance industry.

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