Unclaimed Profile

Patrick Kelly Schneeman

BOULAY FINANCIAL ADVISORS, LLC·EDEN PRAIRIE, Minnesota

SIE, Series 6, Series 7, Series 66Clean record11 years registeredBOULAY FINANCIAL ADVISORS, LLC

11095 VIKING DRIVE, EDEN PRAIRIE, MN 55344CRD# 4823363Firm CRD# 111334

Profile Verification

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

Identity

Patrick Kelly Schneeman · EDEN PRAIRIE, MN

Registration

CRD #4823363 · BOULAY FINANCIAL ADVISORS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

BOULAY WEALTH

Nov 2014 – present

1ST GLOBAL ADVISORS INC

Oct 2014 – Oct 2014

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · October 28, 2014

Years registered · 11

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 Patrick Kelly Schneeman offer?

Patrick Kelly Schneeman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDEN PRAIRIE, Minnesota for a consultation.

What are Patrick Kelly Schneeman's credentials?

Patrick Kelly Schneeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Kelly Schneeman located?

Patrick Kelly Schneeman 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 Patrick Kelly Schneeman charge for services?

Patrick Kelly Schneeman'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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