Unclaimed Profile

Catherine Ann Hogan

BOULAY FINANCIAL ADVISORS, LLC·EDEN PRAIRIE, Minnesota

SIE, Series 7, Series 63, Series 65Clean record2 years registeredBOULAY FINANCIAL ADVISORS, LLC

11095 VIKING DRIVE, EDEN PRAIRIE, MN 55344CRD# 2155424Firm CRD# 111334

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Catherine Ann Hogan · EDEN PRAIRIE, MN

Registration

CRD #2155424 · BOULAY FINANCIAL ADVISORS, LLC · 2 years registered

Brand Profile

Not yet started

Career History

BOULAY WEALTH

Aug 2023 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 22, 2023

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOULAY FINANCIAL ADVISORS, LLC

CRD 111334 · SEC 801-60141

AUM

$2.1B

Regulatory assets under management

Employees

3,878 client accounts

Services offered by BOULAY FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BOULAY FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Catherine Ann Hogan offer?

Catherine Ann Hogan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDEN PRAIRIE, Minnesota for a consultation.

What are Catherine Ann Hogan's credentials?

Catherine Ann Hogan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Catherine Ann Hogan located?

Catherine Ann Hogan is based in EDEN PRAIRIE, Minnesota, working with BOULAY FINANCIAL ADVISORS, LLC. Their office serves clients in the EDEN PRAIRIE metropolitan area and surrounding communities.

How does Catherine Ann Hogan charge for services?

Catherine Ann Hogan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOULAY FINANCIAL ADVISORS, LLC?

BOULAY FINANCIAL ADVISORS, LLC has approximately 40 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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