Anika Lunde
Anika joined Boulay Financial Advisors, LLC in 2022 and was promoted to Senior Finanical Planner in 2025. Her passion for wealth management is fueled by the opportunity to educate and connect with clients, understand their unique goals and needs, and partner with them to create a custom plan. Along with the wealth management advisors, Anika supports clients in many ways, including retirement planning, accumulation, tax planning and other areas of financial planning. She believes that the tools, resources and knowledge available to clients at Boulay truly “help them get there.”
INVOLVEMENT
- Executive Women International (University of Missouri-Columbia chapter)—Alumni
- Zeta Tau Alpha Fraternity—Alumni, former Treasurer of Philanthropy
EDUCATION
- University of Missouri — B.S.B.A. Finance and Banking, B.S. Economics, Certificate in Personal Financial Planning
- CERTIFIED FINANCIAL PLANNER™ Professional
- Series 65 Registered
PERSONAL INTERESTS
- Attending country concerts and festivals
- Boating on Prior Lake
- Playing golf
- Finding the best espresso in the Twin Cities
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.