Abigail Marie Evenson

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

• 01/2023 → Present
  Boulay Financial Advisors, Llc
  Eden Prairie, MN
• 05/2021 → 08/2022
  Bergankdv Wealth Management, Llc
  Bloomington, MN
• 08/2019 → 12/2022
  The University Of St. Thomas
  St. Paul, MN
• 01/2013 → 05/2019
  Minnetonka Public Schools
  Minnetonka, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-10

Designations

• Certified Financial Planner

Other Names

• Abigail Leisen
• Abigail Marie Leisen