Jeremy Joseph Mcdaniel

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

• 05/2016 → 08/2019
  Principal Financial Group
  Des Moines, IA
• 09/2019 → 12/2024
  Boulay Financial Advisors, Llc
  Eden Prairie, MN
• 01/2025 → Present
  Boulay Wealth
  Eden Prarie, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-23