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11095 Viking Drive Suite 500, Eden Prairie, MN 55344 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-11-03 |
Branch Locations
11095 Viking Drive Suite 500, Eden Prairie, MN 55344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boulay Financial Advisors Llc | Eden Prairie | MN | 01/2014 | Present |
| Valmark Securities, Inc. | Akron | OH | 02/2015 | 12/2019 |
| Boulay, Pllp | Eden Prairie | MN | 01/2014 | 12/2021 |
1.)University of Marquette Alumni Association - Minnesota Chapter; Milwaukee, WI; Board Member; Volunteer - Alumni Networking, social gathering; Help with coordinating activities, planning events; not investment related; no compensation./// 2.)Nativity School Advisory Council - Finance Committee; St. Paul, MN; Committee Member; Assist School Principal with budget and special projects, discuss school initiatives; Not investment related; volunteer position; no compensation. ///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-28 |
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