Matthew Heilmer

Employer firm

Boulay Wealth CRD 111334

$3.01B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → 04/2021
  Fidelity Investments
  Oakdale, MN
• 07/2018 → 04/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 05/2021 → Present
  Boulay Financial Advisors
  Eden Prairie, MN

Previous Registrations

• 2018-07-13 → 2021-05-14
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2014-04-02 → 2018-07-13
  Strategic Advisers Llc
  Oakdale, MN

Exams

• S66 Uniform Combined State Law Examination
  2014-03-31
• S63 Uniform Securities Agent State Law Examination
  2002-09-13

Other Names

• Matthew Lee Heilmer