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Chase Michael Siegfried

Boulay Wealth

Eden Prairie, MN

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Current Employers
Boulay Wealth

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-08-18
  • MN RA
    APPROVED
    Since 2022-08-18

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
University Of Minnesota Minneapolis MN 09/2016 06/2020
Boulay Financial Advisors Eden Prairie MN 11/2021 Present
U.S. Bancorp Minneapolis MN 01/2020 11/2021
  • 09/2016 → 06/2020
    University Of Minnesota
    Minneapolis, MN
  • 11/2021 → Present
    Boulay Financial Advisors
    Eden Prairie, MN
  • 01/2020 → 11/2021
    U.S. Bancorp
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-28
  • S65 Uniform Investment Adviser Law Examination
    2022-07-28

View on SEC IAPD

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JOHN WILLIAM LINDBERG
BENJAMIN DANIEL OLLILA
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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

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