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11095 Viking Drive Suite 500, Eden Prairie, MN 55344 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-01-03 |
Branch Locations
11095 Viking Drive Suite 500, Eden Prairie, MN 55344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks | Edina | MN | 11/2013 | 05/2017 |
| Robert Steffen & Associates | Bloomington | MN | 05/2017 | 06/2020 |
| Boulay Financial Advisors, Llc | Minneapolis | MN | 01/2020 | Present |
1. FINANCIAL PLANNING ASSOCIATION OF MINNESOTA, NOT INVESTMENT RELATED, 3900 MAIN ST. NE, MINNEAPOLIS, MN 55421, PRO-BONO FINANCIAL PLANNING ASSISTANCE - NO INVESTMENT ADVICE, START 09/14/2015, 1HR/WK (NON-TRADING HOURS), PRO-BONO ADVISOR - PROVIDES BASIC FINANCIAL ADVICE & EDUCATION (NO INVESTMENT RECOMMENDATIONS);
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-11 |
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