Katie Bauman, CPFA®

Senior Retirement Plan Consultant

Meet Katie.

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At Boulay, we are about HELPING YOU GET THERE

Meet Katie.

Katie Bauman
Senior Retirement Plan Consultant

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

At Boulay, we are about HELPING YOU GET THERE

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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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