Boulevard (CRD# 164423) is a financial advisory firm headquartered in Eden Prairie, MN. They manage $47,902,158 in 561 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts561ACCOUNTS
Average Account Value$85,387
- 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
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 20 years of experience in the finance industry.
Aaron Kolkman (CRD# 4334965) is an Investment Advisor Representative working at Boulevard in Eden Prairie, MN and has over 17 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.
Derek Villars (CRD# 4533767) is an Investment Advisor Representative working at Boulevard in Eden Prairie, MN and has over 15 years of experience in the finance industry.