BOULAY FINANCIAL ADVISORS, LLC

EDEN PRAIRIE, Minnesota·12 registered advisors·CRD# 111334
SEC# 801-601411952-893-9320
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
40
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BOULAY FINANCIAL ADVISORS, LLC

12 registered advisors
Catherine Ann Hogan
EDEN PRAIRIE, Minnesota
David Edgar Bremer
EDEN PRAIRIE, Minnesota
CFP
Ellen R Horan
EDEN PRAIRIE, Minnesota
CFP
Heather Dawn Croke
EDEN PRAIRIE, Minnesota
CFP
Jay Robert Brown
EDEN PRAIRIE, Minnesota
CFPChFC
Jon James Melander
EDEN PRAIRIE, Minnesota
CFP
Joseph Daniel Bloodgood
EDEN PRAIRIE, Minnesota
CFP
Meghan Marie Hanes
EDEN PRAIRIE, Minnesota
Molly Cashman Sebold
EDEN PRAIRIE, Minnesota
CFP
Nathan Daniel Faith
EDEN PRAIRIE, Minnesota
CFP
Patrick Kelly Schneeman
EDEN PRAIRIE, Minnesota
Tim Alan Beversdorf
EDEN PRAIRIE, Minnesota
CFP
05

Office Locations

EDEN PRAIRIE, Minnesota
12 advisors

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Data sourced from SEC Form ADV filings. BOULAY FINANCIAL ADVISORS, LLC (CRD# 111334) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.