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Chad Michael Carlson

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 2014-01-23
  • MN RA
    APPROVED
    Since 2014-01-23

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
Boulay, P.L.L.P. Minneapolis MN 09/2000 12/2021
Boulay Financial Advisors Eden Prairie MN 10/2001 Present
Valmark Securities, Inc. Akron OH 02/2015 12/2019
  • 09/2000 → 12/2021
    Boulay, P.L.L.P.
    Minneapolis, MN
  • 10/2001 → Present
    Boulay Financial Advisors
    Eden Prairie, MN
  • 02/2015 → 12/2019
    Valmark Securities, Inc.
    Akron, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-12-10
  • S66 Uniform Combined State Law Examination
    2001-12-10

View on SEC IAPD

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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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