Best Investors
Account
Sign in
Best Investors
Account
Sign in
130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-10 |
| TX | RA | APPROVED | 2015-08-31 |
| VA | RA | APPROVED | 2015-08-31 |
| FL | RA | APPROVED | 2015-03-19 |
| ND | RA | APPROVED | 2015-02-20 |
| SD | RA | APPROVED | 2015-02-18 |
| MN | RA | APPROVED | 2015-02-12 |
| IA | RA | APPROVED | 2015-02-11 |
| WI | RA | APPROVED | 2015-02-11 |
Branch Locations
11095 Viking Drive #500, Eden Prairie, MN 55344 • United States
11095 Viking Drive Suite 500, Eden Prairie, MN 55344 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-08-28 |
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, P.L.L.P. | Minneapolis | MN | 12/2013 | 12/2021 |
| Boulay Financial Advisors | Minneapolis | MN | 12/2013 | Present |
| Valmark Advisers, Inc. | Akron | OH | 02/2015 | Present |
| Bfa Holdings, Llc | Minneapolis | MN | 01/2022 | Present |
1)BOULAY INSURANCE SOLUTIONS; EDEN PRAIRIE, MN; INVESTMENT RELATED; FIXED INSURANCE; MANAGER; NO CLIENT INVOLVEMENT; OPTIONAL FIXED INSURANCE; SALARY ///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-07-01 |
Reach out to this advisor