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).
Total Assets Under Management74MILLION
Total Number of Accounts761ACCOUNTS
Average Account Value$97,603
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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.
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.
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.
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
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
VP Investment Research, Breneman Winbush Wealth Management
Financial Advisor, Ameriprise Financial Services, Inc.
Bachelor of Applied Science (B.A.Sc.), International Business, St. Cloud State University
CERTIFIED FINANCIAL PLANNER™ Curriculum, American College
Chartered Financial Analyst®, CFA Institute
CFP® Certificant, CFP Board, Inc.
Active CFA® Charter holder, CFA Institute
Lay Leader, Discovery United Methodist Church in Chanhassen, Minnesota
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.
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.
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.
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.