Timothy James Rockford

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2024 → Present
  Boulay Financial Advisors, Llc
  Eden Prairie, MN
• 06/2024 → 09/2024
  Christ Presbyterian Church
  Edina, MN
• 11/2021 → 06/2024
  Irish Titan
  St Louis Park, MN
• 11/2019 → 11/2021
  Luminfire
  Fridley, MN
• 06/2019 → 08/2019
  Thrivent
  Minneapolis, MN
• 08/2016 → 05/2019
  Bethel University
  Arden Hills, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-12

Other Names

• Timothy Rockford