Thomas Russell Pargett
Investment adviser representative at Boulay Wealth
10 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
10 years in the industry.
- Boulay WealthMar 2025 to now
- Boulay Financial Advisors, LLCFeb 2025 to now
- Carson GroupJun 2023 to Feb 2025
- Cmw, LLCJun 2023 to Feb 2025
- Bergankdv Wealth Management, LLCSep 2019 to Jun 2023
- Creative PlanningNov 2017 to Sep 2019
- TD AmeritradeFeb 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 6141135
- Firm CRD
- 111334