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Robert Gregory Neuman

Fidere Advisors

Minnetonka, MN

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Current Employers
Fidere Advisors

13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-12-31
  • MN RA
    APPROVED
    Since 2023-12-31

Branch Locations

13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305 • 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
Koch Petroleum Group, Lp St. Paul MN 06/1995 04/2018
Marathon Petroleum Co St Paul Park MN 04/2018 08/2020
Boulevard Wealth Management Eden Prairie MN 05/2019 10/2019
Boulevard Wealth Management Wayzata MN 09/2020 Present
  • 06/1995 → 04/2018
    Koch Petroleum Group, Lp
    St. Paul, MN
  • 04/2018 → 08/2020
    Marathon Petroleum Co
    St Paul Park, MN
  • 05/2019 → 10/2019
    Boulevard Wealth Management
    Eden Prairie, MN
  • 09/2020 → Present
    Boulevard Wealth Management
    Wayzata, MN
Previous Registrations
  • 2021-05-26 → 2023-12-31
    Fidere Advisors
    Farmington, MN
    Minnetonka, MN
  • 2020-11-19 → 2022-12-08
    Boulevard
    Bloomington, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-19
  • S65 Uniform Investment Adviser Law Examination
    2020-11-19

View on SEC IAPD

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