Ellen R Horan
Investment adviser representative at Boulay Wealth
7 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3BFirm assets
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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
7 years in the industry.
- Boulay WealthNov 2016 to now
- Boulay Financial AdvisorsJul 2015 to now
- Boulay, PllpJan 2012 to now
- Valmark Securities, Inc.Jun 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 5805862
- Firm CRD
- 111334