Boulevard

Boulevard (CRD# 164423) is a financial advisory firm headquartered in Eden Prairie, MN. They manage $28,421,117 in 417 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    417
    ACCOUNTS
  • Average Account Value
    $68,156
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)
  • 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, NE

Financial Advisors at Boulevard
Showing 1 - 4 of 4 top financial advisors.
1
Troy A. Noor
CRD#: 2817889
11995 Singletree Lane, Suite 240, Eden Prairie, MN 55344
103
Wealthminder
score

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

 

2
Joseph L. Rapacki
CRD#: 2940613
11995 Singletree Lane, Suite 240, Eden Prairie, MN 55344
93
Wealthminder
score

Joseph Rapacki (CRD# 2940613) is an Investment Advisor Representative working at Boulevard in Eden Prairie, MN and has over 19 years of experience in the finance industry.

3
Aaron D. Kolkman
CRD#: 4334965
11995 Singletree Lane, Suite 240, Eden Prairie, MN 55344
74
Wealthminder
score

Aaron Kolkman (CRD# 4334965) is an Investment Advisor Representative working at Boulevard in Eden Prairie, MN and has over 15 years of experience in the finance industry. Aaron Kolkman 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.

4
Derek D. Villars
CRD#: 4533767
11995 Singletree Lane, Suite 240, Eden Prairie, MN 55344
61
Wealthminder
score

Derek Villars (CRD# 4533767) is an Investment Advisor Representative working at Boulevard in Eden Prairie, MN and has over 14 years of experience in the finance industry.

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