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BOULAY FINANCIAL ADVISORS, LLC
BOULAY FINANCIAL ADVISORS, LLC
EDEN PRAIRIE, Minnesota
·
15 registered advisors
·
CRD# 111334
SEC# 801-60141
1
952-893-9320
01
Firm Overview
AUM
$2.1B
Regulatory assets under management
Employees
40
Total firm employees
Advisors
15
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 Planning
Investment Management
Wealth Management
04
Advisors at BOULAY FINANCIAL ADVISORS, LLC
15 registered advisors
Catherine Ann Hogan
EDEN PRAIRIE, Minnesota
CRD# 2155424
David Edgar Bremer
EDEN PRAIRIE, Minnesota
CRD# 2894697
Ellen R Horan
EDEN PRAIRIE, Minnesota
CRD# 5805862
Erik Leigh Allen
EDEN PRAIRIE, Minnesota
CRD# 5408337
Heather Dawn Croke
EDEN PRAIRIE, Minnesota
CRD# 4448607
Jay Robert Brown
EDEN PRAIRIE, Minnesota
CRD# 4542374
Jon James Melander
EDEN PRAIRIE, Minnesota
CRD# 1698904
Joseph Daniel Bloodgood
EDEN PRAIRIE, Minnesota
CRD# 5527387
Laura Lynn Boyd Beise
EDEN PRAIRIE, Minnesota
CRD# 7801231
Meghan Marie Hanes
EDEN PRAIRIE, Minnesota
CRD# 5371677
Molly Cashman Sebold
EDEN PRAIRIE, Minnesota
CRD# 4694816
Nathan Daniel Faith
EDEN PRAIRIE, Minnesota
CRD# 5721538
Patrick Kelly Schneeman
EDEN PRAIRIE, Minnesota
CRD# 4823363
Thomas Brent Johnson
EDEN PRAIRIE, Minnesota
CRD# 4701996
Tim Alan Beversdorf
EDEN PRAIRIE, Minnesota
CRD# 4221459
05
Office Locations
EDEN PRAIRIE, Minnesota
15 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
.