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Mary Kathryn Bauman

Boulay Wealth

Eden Prairie, MN

CRD 6978011

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Employer firm

Boulay Wealth CRD 111334

$3.01B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Boulay Wealth

11095 Viking Drive Suite 500, Eden Prairie, MN 55344 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-05-24
  • MN RA
    APPROVED
    Since 2024-05-24

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 Financial Advisors Eden Prairie MN 07/2022 Present
Midwest Pension & Profit Sharing Services Minneapolis MN 06/2015 07/2022
  • 07/2022 → Present
    Boulay Financial Advisors
    Eden Prairie, MN
  • 06/2015 → 07/2022
    Midwest Pension & Profit Sharing Services
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-19
  • S65 Uniform Investment Adviser Law Examination
    2023-12-19
Other Names
  • Katie Bauman

View on SEC IAPD

Nearby Firms

STRATEGIC WEALTH GROUP
LPL FINANCIAL LLC
SPLIT ROCK PARTNERS, LLC

Nearby Investors

NATHANIEL HVID RUNNING
GEORGE WILLIAM MULWEE
AMANDA SUZANNE BERRY

Nearby Offices

STRATEGIC WEALTH GROUP · EDEN PRAIRIE, MN
LPL FINANCIAL LLC · EDEN PRAIRIE, MN
SPLIT ROCK PARTNERS, LLC · EDEN PRAIRIE, MN

More in Eden Prairie, MN

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