Christopher Claussen

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

• 06/2020 → Present
  Boulay Financial Advisors, Llc
  Eden Prairie, MN
• 06/2015 → 08/2019
  Willmar Fabrication
  Benson, MN
• 06/2018 → 08/2019
  Glenwood State Bank
  Glenwood, MN
• 08/2017 → 05/2021
  Concordia College - Moorhead
  Moorhead, MN
• 04/2012 → 07/2017
  Minnewaska Area High School
  Glenwood, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-18

Designations

• Certified Financial Planner