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11095 Viking Drive Suite 500, Eden Prairie, MN 55344 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2015-03-04 |
Branch Locations
11095 Viking Drive Suite 500, Eden Prairie, MN 55344 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 02/2015 | 12/2021 |
| Boulay Pllp | Eden Prairie | MN | 02/2015 | 12/2021 |
| Boulay Financial Advisors, Llc | Eden Prairie | MN | 02/2015 | Present |
| Bfa Holdings, Llc | Minneapolis | MN | 01/2022 | Present |
1.)Positive Coaching Alliance of MN, Spruce Tree Center, 1600 University Avenue West, Suite 301, St. Paul, MN 55104; Positive Coaching Alliance (PCA) develops BETTER ATHLETES, BETTER PEOPLE through resources for youth and high school sports coaches, parents, administrators and student-athletes; Advisory Board Member; The primary purpose of Positive Coaching Alliance Minnesota Advisory Board is to be an advocate for the mission of Positive Coaching Alliance Minnesota. This may include any or all of the following: Promote Positive Coaching Alliance to individuals and organizations that can help achieve Positive Coaching Alliance's mission including schools and youth sports organizations/Help create "buzz" about Positive Coaching Alliance in print, broadcast and social media./ Suggest potential nominees to Positive Coaching Alliance Minnesota¡¦Impact Groups who can make significant contributions to the work of those groups and to the Positive Coaching Alliance Movement; Not investment related; started 2/06/2017; no client involvement; volunteer position/// 2.) Boulay Insurance Solutions; Eden Prairie, MN; Investment Related; Fixed Insurance Advisor; Client Involvement - Provide Fixed Insurance Products to Clients; Started 02/2015; Compensation-Commission///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-01 |
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