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Rachel Marie Rice

Boulay Wealth

Eden Prairie, MN

CRD 6370853

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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:

Current Employers
Boulay Wealth

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-01-08
  • MN RA
    APPROVED
    Since 2021-01-08

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
Boulay Financial Advisors Eden Prairie MN 06/2020 Present
St. Thomas University St. Paul MN 06/2016 06/2020
  • 06/2020 → Present
    Boulay Financial Advisors
    Eden Prairie, MN
  • 06/2016 → 06/2020
    St. Thomas University
    St. Paul, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-29
  • S65 Uniform Investment Adviser Law Examination
    2020-10-29
Designations
  • Certified Financial Planner
Other Names
  • Rachel Marie Esker

View on SEC IAPD

Nearby Firms

STRATEGIC WEALTH GROUP
LPL FINANCIAL LLC
SPLIT ROCK PARTNERS, LLC

Nearby Investors

NATHANIEL HVID RUNNING
GEORGE WILLIAM MULWEE
AMANDA SUZANNE BERRY

Nearby Offices

STRATEGIC WEALTH GROUP · EDEN PRAIRIE, MN
LPL FINANCIAL LLC · EDEN PRAIRIE, MN
SPLIT ROCK PARTNERS, LLC · EDEN PRAIRIE, MN

More in Eden Prairie, MN

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