Anika Lunde
Anika joined Boulay Financial Advisors, LLC in 2022 and was promoted to Wealth Advisor in 2026. She specializes in helping high-net-worth individuals and their families navigate the complexities that often accompany significant wealth. Anika works closely with clients on a wide range of wealth management needs, including retirement planning, tax planning, investment strategy, estate planning coordination and wealth transfer planning. She is known for her attention to detail and ability to translate sophisticated planning strategies into practical, easy-to-understand guidance tailored to each client’s goals. Anika believes a meaningful plan extends beyond advice alone. Through a collaborative approach and access to the broader expertise of Boulay’s professionals, Anika helps clients thoughtfully execute their planning strategies and stay focused on what matters most.
INVOLVEMENT
- Financial Planning Association of Minnesota — Member
- 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.