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).

Current Firm Details
7825 Washington Avenue, Suite 100, Bloomington, MN 55439
http://www.boulevardwealth.com
By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    772
    ACCOUNTS
  • Average Account Value
    $98,445
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
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Boulevard
Showing 1 - 3 of 3 top financial advisors.
1
Brennan McCarthy, financial advisor Bloomington MN
Brennan P. McCarthy
CRD#: 7012134
7825 Washington Avenue, Suite 100, Bloomington, MN 55439

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.

2
Troy Noor, financial advisor Bloomington MN
Troy A. Noor
CRD#: 2817889
7825 Washington Avenue, Suite 100, Bloomington, MN 55439

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

 

3
Derek Villars, financial advisor Bloomington MN
Derek D. Villars
CRD#: 4533767
7825 Washington Avenue, Suite 100, Bloomington, MN 55439

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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