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Matthew Heilmer

Boulay Wealth

Eden Prairie, MN

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Current Employers
Boulay Wealth

11095 Viking Drive Suite 500, Eden Prairie, MN 55344 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-06-02
  • MN RA
    APPROVED
    Since 2021-06-02

Branch Locations

11095 Viking Drive Suite 500, Eden Prairie, MN 55344 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Oakdale MN 09/2010 04/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 04/2021
Boulay Financial Advisors Eden Prairie MN 05/2021 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-31
S63 Uniform Securities Agent State Law Examination 2002-09-13
  • S66 Uniform Combined State Law Examination
    2014-03-31
  • S63 Uniform Securities Agent State Law Examination
    2002-09-13
Other Names
  • Matthew Lee Heilmer

View on SEC IAPD

Other Firms

STRATEGIC WEALTH GROUP
LPL FINANCIAL LLC
SPLIT ROCK PARTNERS, LLC
EDWARD JONES
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
USADVISORS WEALTH MANAGEMENT, LLC
TWIG ASSET MANAGEMENT, LLC

Other Investors

NATHANIEL HVID RUNNING
GEORGE WILLIAM MULWEE
AMANDA SUZANNE BERRY
DANIEL LEE SIGURDSON
CHRISTOPHER JAMES HAMILTON
JOHN WILLIAM LINDBERG
BENJAMIN DANIEL OLLILA
Benjamin John Prchal

Other Offices

STRATEGIC WEALTH GROUP · EDEN PRAIRIE, MN
LPL FINANCIAL LLC · EDEN PRAIRIE, MN
SPLIT ROCK PARTNERS, LLC · EDEN PRAIRIE, MN
EDWARD JONES · EDEN PRAIRIE, MN
OSAIC WEALTH, INC. · EDEN PRAIRIE, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Eden Prairie, MN
USADVISORS WEALTH MANAGEMENT, LLC · EDEN PRAIRIE, MN
TWIG ASSET MANAGEMENT, LLC · EDEN PRAIRIE, MN

More in Eden Prairie, MN

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