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Inactive

Aidan L Chacon

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 2024-11-01
  • MN RA
    APPROVED
    Since 2024-11-01

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, Llc Eden Prairie MN 06/2024 Present
Orgel Wealth Management Eau Claire WI 09/2023 05/2024
University Of Wisconsin, Eau Claire Eau Claire WI 09/2020 05/2024
D.C. Everest High School Weston WI 09/2017 08/2020
D.C. Everest Junior High Weston WI 09/2015 08/2017
  • 06/2024 → Present
    Boulay Financial Advisors, Llc
    Eden Prairie, MN
  • 09/2023 → 05/2024
    Orgel Wealth Management
    Eau Claire, WI
  • 09/2020 → 05/2024
    University Of Wisconsin, Eau Claire
    Eau Claire, WI
  • 09/2017 → 08/2020
    D.C. Everest High School
    Weston, WI
  • 09/2015 → 08/2017
    D.C. Everest Junior High
    Weston, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-25
  • S65 Uniform Investment Adviser Law Examination
    2024-10-25

View on SEC IAPD

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SPLIT ROCK PARTNERS, LLC
EDWARD JONES
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
USADVISORS WEALTH MANAGEMENT, LLC
TWIG ASSET MANAGEMENT, LLC

Other Investors

NATHANIEL HVID RUNNING
GEORGE WILLIAM MULWEE
AMANDA SUZANNE BERRY
DANIEL LEE SIGURDSON
CHRISTOPHER JAMES HAMILTON
JOHN WILLIAM LINDBERG
BENJAMIN DANIEL OLLILA
Benjamin John Prchal

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

More in Eden Prairie, MN

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