Chad Carlson, CPA

Chief Investment Officer

Meet Chad.

Complete and submit the form below—Chad will respond shortly.

At Boulay, we are about HELPING YOU GET THERE

Meet Chad.

Chad Carlson, CPA
Chief Investment Officer

Complete and submit the form below—Chad will respond shortly.

At Boulay, we are about HELPING YOU GET THERE

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Eden Prairie, MN Minneapolis, MN Mankato, MN

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(952) 893-9320

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.