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Inactive

Thomas Russell Pargett

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 2025-03-21
  • MN RA
    APPROVED
    Since 2025-03-21

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
Td Ameritrade Omaha NE 02/2016 10/2017
Creative Planning Omaha NE 11/2017 09/2019
Bergankdv Wealth Management, Llc Omaha NE 09/2019 06/2023
Cmw, Llc Omaha NE 06/2023 02/2025
Carson Group Omaha NE 06/2023 02/2025
Boulay Financial Advisors, Llc Eden Prairie MN 02/2025 Present
  • 02/2016 → 10/2017
    Td Ameritrade
    Omaha, NE
  • 11/2017 → 09/2019
    Creative Planning
    Omaha, NE
  • 09/2019 → 06/2023
    Bergankdv Wealth Management, Llc
    Omaha, NE
  • 06/2023 → 02/2025
    Cmw, Llc
    Omaha, NE
  • 06/2023 → 02/2025
    Carson Group
    Omaha, NE
  • 02/2025 → Present
    Boulay Financial Advisors, Llc
    Eden Prairie, MN
Previous Registrations
  • 2023-06-21 → 2025-02-25
    Cwm, Llc
    Omaha, NE
    Omaha, NE
  • 2019-09-19 → 2023-05-31
    Bergankdv Wealth Management, Llc
    Omaha, NE
    Bloomington, MN
  • 2017-11-06 → 2019-09-09
    Creative Planning
    Omaha, NE
    Overland Park, KS
  • 2016-03-17 → 2017-11-02
    Td Ameritrade, Inc.
    Omaha, NE
  • 2016-02-08 → 2017-11-02
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 2013-11-19 → 2016-02-09
    Ubs Financial Services Inc.
    Lincoln, NE
  • 2013-08-19 → 2013-10-17
    Waddell & Reed
    Savage, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-13
  • S66 Uniform Combined State Law Examination
    2013-08-13
Designations

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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