Ellen R Horan

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

• 07/2015 → Present
  Boulay Financial Advisors
  Eden Prairie, MN
• 01/2012 → Present
  Boulay, Pllp
  Eden Prairie, MN
• 06/2016 → 12/2019
  Valmark Securities, Inc.
  Eden Prairie, Mn, MN

Exams

• S66 Uniform Combined State Law Examination
  2016-08-25

Designations

• Certified Financial Planner

Other Names

• Ellen Rae Traynor
• Ellen Traynor
• Ellen R Traynor