Best Investors Account Sign in
Inactive

Jeremy Joseph Mcdaniel

Boulay Wealth

Eden Prairie, MN

Claim This Profile
Current Employers
Boulay Wealth

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-03-04
  • MN RA
    APPROVED
    Since 2026-03-04

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
Principal Financial Group Des Moines IA 05/2016 08/2019
Boulay Financial Advisors, Llc Eden Prairie MN 09/2019 12/2024
Boulay Wealth Eden Prarie MN 01/2025 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-23
  • S65 Uniform Investment Adviser Law Examination
    2026-02-23

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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor