Unclaimed Profile

Tim Alan Beversdorf

BOULAY FINANCIAL ADVISORS, LLC·EDEN PRAIRIE, Minnesota

SIE, Series 7, Series 66CFPClean record21 years registeredBOULAY FINANCIAL ADVISORS, LLC

11095 VIKING DRIVE, EDEN PRAIRIE, MN 55344CRD# 4221459Firm CRD# 111334

Profile Verification

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

Identity

Tim Alan Beversdorf · EDEN PRAIRIE, MN

Registration

CRD #4221459 · BOULAY FINANCIAL ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOULAY FINANCIAL ADVISORS, LLC

BOULAY FINANCIAL ADVISORS, LLC

Nov 2004 – Jul 2025

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 17, 2004

Years registered · 21

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 Tim Alan Beversdorf offer?

Tim Alan Beversdorf specializes in Financial Planning, Investment Management, Wealth Management.

What are Tim Alan Beversdorf's credentials?

Tim Alan Beversdorf holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Tim Alan Beversdorf located?

Tim Alan Beversdorf is based in EDEN PRAIRIE, Minnesota, last registered with BOULAY FINANCIAL ADVISORS, LLC.

How does Tim Alan Beversdorf charge for services?

Tim Alan Beversdorf'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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