HomeTeam MemberJake Theisen

Jake Theisen

Jake Theisen

Jake Theisen

CPA
Senior Assurance Manager

Jake joined Boulay in 2017 and was promoted to senior manager in 2025. He specializes in providing audit and accounting services to privately held clients in a variety of industries, including manufacturing and distribution, real estate, construction, professional services, and employee benefit plans. Jake plans, organizes, and conducts client audit, review and compilation engagements. He prepares financial statements in accordance with Generally Accepted Accounting Principles and other special purpose frameworks of accounting. Jake communicates results of attestation services through management communications during an engagement. He is also actively involved in recruiting and training younger staff.

INVOLVEMENT

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants

EDUCATION

  • Minnesota State University, Mankato — B.S. Accounting
  • Certified Public Accountant (CPA)

PERSONAL INTERESTS

  • Outdoors
  • Running
  • Golfing

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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.

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