BOULAY FINANCIAL ADVISORS, LLC
CRD #111334 SEC #801-60141 EDEN PRAIRIE, MN 952-893-9320
SEC Registered
Total AUM
$2.4B
Discretionary
$2.3B
Employees
44
Clients
10
Accounts
4,260
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- MAY
- Registration Date
- --
- Latest Filing
- Aug 29, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLEN, ERIK, LEIGH | I | GOVERNOR, TREASURER | NA | Control |
| ALLEN, ERIK, LEIGH | I | GOVERNOR, TREASURER | NA | Control |
| ALLEN, ERIK, LEIGH | I | GOVERNOR, TREASURER | NA | Control |
| ALLEN, ERIK, LEIGH | I | GOVERNOR, TREASURER | NA | Control |
| ALLEN, ERIK, LEIGH | I | GOVERNOR, TREASURER | NA | Control |
| ALLEN, ERIK, LEIGH | I | GOVERNOR, TREASURER | NA | Control |
| ALLEN, ERIK, LEIGH | I | GOVERNOR, TREASURER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BREMER, DAVID, EDGAR | I | CEO | NA | Control |
| BREMER, DAVID, EDGAR | I | CEO | NA | Control |
| BREMER, DAVID, EDGAR | I | CEO | NA | Control |
| BREMER, DAVID, EDGAR | I | CEO | NA | Control |
| BREMER, DAVID, EDGAR | I | CEO | NA | Control |
| BREMER, DAVID, EDGAR | I | CEO | NA | Control |
| BREMER, DAVID, EDGAR | I | CEO | NA | Control |
| BREMER, DAVID, EDGAR | I | CEO | NA | Control |
| BREMER, DAVID, EDGAR | I | CEO | NA | Control |
| BREMER, DAVID, EDGAR | I | CEO | NA | Control |
| BREMER, DAVID, EDGAR | I | CEO | NA | Control |
| BREMER, DAVID, EDGAR | I | CEO | NA | Control |
| BREMER, DAVID, EDGAR | I | GOVERNOR, CHAIRPERSON | NA | Control |
| BREMER, DAVID, EDGAR | I | GOVERNOR, CHAIRPERSON | NA | Control |
| BREMER, DAVID, EDGAR | I | GOVERNOR, CHAIRPERSON | NA | Control |
| BREMER, DAVID, EDGAR | I | GOVERNOR, CHAIRPERSON | NA | Control |
| Beise, Laura, Lynn Boyd | I | GOVERNER | NA | Control |
| Beise, Laura, Lynn Boyd | I | GOVERNER | NA | Control |
| Beise, Laura, Lynn Boyd | I | GOVERNER | NA | Control |
| Brown, Jay, Robert | I | CHIEF COMPLIANCE OFFICER | NA | |
| Brown, Jay, Robert | I | CHIEF COMPLIANCE OFFICER | NA | |
| Brown, Jay, Robert | I | CHIEF COMPLIANCE OFFICER | NA | |
| Brown, Jay, Robert | I | CHIEF COMPLIANCE OFFICER | NA | |
| Brown, Jay, Robert | I | CHIEF COMPLIANCE OFFICER | NA | |
| Brown, Jay, Robert | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Jay, Robert | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Jay, Robert | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Jay, Robert | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Jay, Robert | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Jay, Robert | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Jay, Robert | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Jay, Robert | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Jay, Robert | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Jay, Robert | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Jay, Robert | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Jay, Robert | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Jay, Robert | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Jay, Robert | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Jay, Robert | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & GOVERNOR | NA | Control |
| Brown, Jay, Robert | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & GOVERNOR | NA | Control |
| Brown, Jay, Robert | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & GOVERNOR | NA | Control |
| Brown, Jay, Robert | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & GOVERNOR | NA | Control |
| Brown, Jay, Robert | I | PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, PARTNER, GOVERNOR | NA | Control |
| Brown, Jay, Robert | I | PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, PARTNER, GOVERNOR | NA | Control |
| Brown, Jay, Robert | I | PRESIDENT, SECRETARY, PARTNER, GOVERNOR | NA | Control |
| FRANSKE, ROBERT, JOHN | I | MEMBER | NA | Control |
| FRANSKE, ROBERT, JOHN | I | MEMBER | NA | Control |
| FRANSKE, ROBERT, JOHN | I | MEMBER | NA | Control |
| FRANSKE, ROBERT, JOHN | I | MEMBER | NA | Control |
| FRANSKE, ROBERT, JOHN | I | MEMBER | NA | Control |
| Hogan, Catherine, Ann | I | BOARD SECRETARY | NA | Control |
| Hogan, Catherine, Ann | I | BOARD SECRETARY, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| JOHNSON, THOMAS, BRENT | I | GOVERNOR | NA | Control |
| JOHNSON, THOMAS, BRENT | I | GOVERNOR | NA | Control |
| JOHNSON, THOMAS, BRENT | I | GOVERNOR | NA | Control |
| JOHNSON, THOMAS, BRENT | I | GOVERNOR | NA | Control |
| JOHNSON, THOMAS, BRENT | I | GOVERNOR | NA | Control |
| JOHNSON, THOMAS, BRENT | I | GOVERNOR | NA | Control |
| JOHNSON, THOMAS, BRENT | I | GOVERNOR | NA | Control |
| MELANDER, JON, JAMES | I | PARTNER, BOARD CHAIR, GOVERNOR | NA | Control |
| MELANDER, JON, JAMES | I | PARTNER, BOARD CHAIR, GOVERNOR | NA | Control |
| MELANDER, JON, JAMES | I | PARTNER, BOARD CHAIR, GOVERNOR | NA | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, HEUTMAKER,ZIBELL & CO. P.L.L.P. | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | E | Control |
| BOULAY, PLLP | DE | OWNER | D | |
| BOULAY, PLLP | DE | OWNER | D | |
| BOULAY, PLLP | DE | OWNER | D | |
| BOULAY, PLLP | DE | OWNER | D | |
| BOULAY, PLLP | DE | OWNER | D | |
| BOULAY, PLLP | DE | OWNER | D | |
| BOULAY, PLLP | DE | OWNER | D | |
| BFA HOLDINGS, LLC | DE | OWNER | C | |
| BFA HOLDINGS, LLC | DE | OWNER | C | |
| BFA HOLDINGS, LLC | DE | OWNER | C | |
| BFA HOLDINGS, LLC | DE | OWNER | C | |
| BFA HOLDINGS, LLC | DE | OWNER | C | |
| BFA HOLDINGS, LLC | DE | OWNER | C | |
| BFA HOLDINGS, LLC | DE | OWNER | C |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BEVERSDORF, TIM, ALAN | I | BFA HOLDINGS, LLC | F | Control |
| BEVERSDORF, TIM, ALAN | I | BFA HOLDINGS, LLC | F | Control |
| BEVERSDORF, TIM, ALAN | I | BFA HOLDINGS, LLC | F | Control |
| BEVERSDORF, TIM, ALAN | I | BFA HOLDINGS, LLC | F | Control |
| BEVERSDORF, TIM, ALAN | I | BFA HOLDINGS, LLC | F | Control |
| BEVERSDORF, TIM, ALAN | I | BFA HOLDINGS, LLC | F | Control |
| BLOODGOOD, JOSEPH, DANIEL | I | BFA HOLDINGS, LLC | F | Control |
| BLOODGOOD, JOSEPH, DANIEL | I | BFA HOLDINGS, LLC | F | Control |
| BLOODGOOD, JOSEPH, DANIEL | I | BFA HOLDINGS, LLC | F | Control |
| BLOODGOOD, JOSEPH, DANIEL | I | BFA HOLDINGS, LLC | F | Control |
| BLOODGOOD, JOSEPH, DANIEL | I | BFA HOLDINGS, LLC | F | Control |
| BLOODGOOD, JOSEPH, DANIEL | I | BFA HOLDINGS, LLC | F | Control |
| BREMER, DAVID, EDGAR | I | BFA HOLDINGS, LLC | F | Control |
| BREMER, DAVID, EDGAR | I | BFA HOLDINGS, LLC | F | Control |
| Brown, Jay, Robert | I | BFA HOLDINGS, LLC | F | Control |
| Brown, Jay, Robert | I | BFA HOLDINGS, LLC | F | Control |
| Brown, Jay, Robert | I | BFA HOLDINGS, LLC | F | Control |
| Brown, Jay, Robert | I | BFA HOLDINGS, LLC | F | Control |
| Brown, Jay, Robert | I | BFA HOLDINGS, LLC | F | Control |
| Brown, Jay, Robert | I | BFA HOLDINGS, LLC | F | Control |
| CROKE, HEATHER, DAWN | I | BFA HOLDINGS, LLC | F | Control |
| CROKE, HEATHER, DAWN | I | BFA HOLDINGS, LLC | F | Control |
| CROKE, HEATHER, DAWN | I | BFA HOLDINGS, LLC | F | Control |
| CROKE, HEATHER, DAWN | I | BFA HOLDINGS, LLC | F | Control |
| FAITH, NATHAN, DANIEL | I | BFA HOLDINGS, LLC | F | Control |
| FAITH, NATHAN, DANIEL | I | BFA HOLDINGS, LLC | F | Control |
| FAITH, NATHAN, DANIEL | I | BFA HOLDINGS, LLC | F | Control |
| FAITH, NATHAN, DANIEL | I | BFA HOLDINGS, LLC | F | Control |
| FAITH, NATHAN, DANIEL | I | BFA HOLDINGS, LLC | F | Control |
| FAITH, NATHAN, DANIEL | I | BFA HOLDINGS, LLC | F | Control |
| HANES, MEGHAN, MARIE | I | BFA HOLDINGS, LLC | F | Control |
| HORAN, ELLEN, R | I | BFA HOLDINGS, LLC | F | Control |
| HORAN, ELLEN, R | I | BFA HOLDINGS, LLC | F | Control |
| Hogan, Catherine, Ann | I | BFA HOLDINGS, LLC | F | Control |
| MELANDER, JON, JAMES | I | BFA HOLDINGS, LLC | F | Control |
| MELANDER, JON, JAMES | I | BFA HOLDINGS, LLC | F | Control |
| MELANDER, JON, JAMES | I | BFA HOLDINGS, LLC | F | Control |
| MELANDER, JON, JAMES | I | BFA HOLDINGS, LLC | F | Control |
| SCHNEEMAN, PATRICK, KELLY | I | BFA HOLDINGS, LLC | F | Control |
| SEBOLD, MOLLY, CASHMAN | I | BFA HOLDINGS, LLC | F | Control |
| SEBOLD, MOLLY, CASHMAN | I | BFA HOLDINGS, LLC | F | Control |
| SEBOLD, MOLLY, CASHMAN | I | BFA HOLDINGS, LLC | F | Control |
| SEBOLD, MOLLY, CASHMAN | I | BFA HOLDINGS, LLC | F | Control |
| BREMER, DAVID, EDGAR | I | BFA HOLDINGS, LLC | E | Control |
| BREMER, DAVID, EDGAR | I | BFA HOLDINGS, LLC | E | Control |
| BREMER, DAVID, EDGAR | I | BFA HOLDINGS, LLC | E | Control |
| BREMER, DAVID, EDGAR | I | BFA HOLDINGS, LLC | E | Control |
| MELANDER, JON, JAMES | I | BFA HOLDINGS, LLC | C | Control |
| MELANDER, JON, JAMES | I | BFA HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Aug 29, 2025 REGISTERED
Notice Filings (19)
AZ CA CO CT FL GA IA IL MI MN ND NE NY OR SD TX VA WA WI
Address
11095 VIKING DRIVESUITE 500
EDEN PRAIRIE, MN 55344
United States
Phone: 952-893-9320