Chad Michael Carlson
Investment adviser representative at Boulay Wealth
19 yearsExperience
1 stateRegistered in
$3BFirm assets
25 yearsFirm in business
Are you Chad Michael Carlson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Boulay WealthJan 2014 to now
- Boulay Financial AdvisorsOct 2001 to now
- Valmark Securities, Inc.Feb 2015 to Dec 2019
- Boulay, P.L.L.P.Sep 2000 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (MN).
Boulay Wealth
Legal name: Boulay Financial Advisors, LLC
$3BAssets managed
1,123Clients
33Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4450595
- Firm CRD
- 111334