Chad M. Carlson
Chad joined Boulay in 2000 and has nearly 20 years of experience in the wealth management field. As the Chief Investment Officer, he leads the Boulay Financial Advisors, LLC (BFA) portfolio management team and is responsible for planning and directing all aspects of BFA’s investment process, due diligence and portfolio allocation decisions. Chad leads BFA’s investment committee, monitors current markets, and communicates necessary changes and committee decisions to the BFA Advisory Group and clients. He also oversees day-to-day investment activities and performance reporting, and he creates and refines departmental processes to enhance productivity.
CLIENT FOCUS
- Provides investment advice for clients as an Investment Advisor Representative of Boulay Financial Advisors, LLC a Registered Representative of ValMark Securities, Inc
- Assists clients with a variety of financial services which include investments, money management, estate planning, income tax planning, and risk and debt management
- Specializes in managing clients’ money to help them meet their needs and comfort levels
- Assists individuals in defining and achieving their financial goals and objectives
INVOLVEMENT
- Minnesota Society of Certified Public Accountants
- American Institute of Certified Public Accountants
EDUCATION
- University of Northwestern — St. Paul B.S. Accounting
- Series 66 Registered
- Certified Public Accountant (CPA)
PERSONAL INTERESTS
- Horseracing and ownership
- Cheering for Nebraska football
- Cross-country road trips to visit various college football venues
- “Do-it-yourself” home remodeling projects