Unclaimed Profile

Ellen R Horan

BOULAY FINANCIAL ADVISORS, LLC·EDEN PRAIRIE, Minnesota

SIE, Series 7, Series 66CFPClean record9 years registeredBOULAY FINANCIAL ADVISORS, LLC

11095 VIKING DRIVE, EDEN PRAIRIE, MN 55344CRD# 5805862Firm CRD# 111334

Profile Verification

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

Identity

Ellen R Horan · EDEN PRAIRIE, MN

Registration

CRD #5805862 · BOULAY FINANCIAL ADVISORS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

BOULAY WEALTH

Nov 2016 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 15, 2016

Years registered · 9

Professional designation · CFP

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 Ellen R Horan offer?

Ellen R Horan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDEN PRAIRIE, Minnesota for a consultation.

What are Ellen R Horan's credentials?

Ellen R Horan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ellen R Horan located?

Ellen R Horan 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 Ellen R Horan charge for services?

Ellen R Horan'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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