Boulevard
Boulevard (CRD# 164423) is a financial advisory firm headquartered in Bloomington, MN. They manage $75,999,200 in 772 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management76MILLION
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Total Number of Accounts772ACCOUNTS
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Average Account Value$98,445
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
MN
Brennan McCarthy (CRD# 7012134) is an Investment Advisor Representative working at Boulevard in Bloomington, MN and has 1 year of experience in the finance industry.
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
Derek Villars (CRD# 4533767) is an Investment Advisor Representative working at Boulevard in Bloomington, MN and has over 21 years of experience in the finance industry.