Meghan Marie Hanes
Investment adviser representative at Boulay Wealth
19 yearsExperience
1 stateRegistered in
$3BFirm assets
25 yearsFirm in business
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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 WealthMay 2021 to now
- Boulay Financial AdvisorsDec 2020 to now
- Valmark Securities, Inc.Dec 2020 to now
- John HancockJun 2007 to Nov 2020
- John Hancock Distributors LLCJun 2007 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2021
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
- 5371677
- Firm CRD
- 111334