Joseph D. Bloodgood
Joe joined Boulay Financial Advisors, LLC in 2013 and has more than 15 years of experience in wealth management, financial planning and retirement plan consulting. He provides wealth management services to individuals, business owners, and high-net-worth families. His approach is personal and collaborative. From investment management and tax-efficient planning to business succession and legacy preservation, Joe focuses on creating bespoke strategies designed to protect, grow, and transfer wealth across generations—always centered on his clients’ unique goals and values.
Involvement
- BFA Holdings — Board Member
- Financial Planning Association of Minnesota
- The Sheridan Story — Volunteer
- Minnesota Chamber of Commerce — Leadership Minnesota
- Five Oaks Church — Member and Volunteer
Education
- University of Minnesota — B.A.
- Accredited Investment Fiduciary (AIF®)
- CERTIFIED FINANCIAL PLANNER™ Professional
- FINRA Series 7 and 63 Registered
- Insurance Licensed
Personal Interests
- Spending time with his family
- Reading
- Downhill skiing, cycling, and golf
- Hunting and outdoor activities
Certified
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.