Aidan L Chacon
Investment adviser representative at Boulay Wealth
11 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
11 years in the industry.
- Boulay WealthNov 2024 to now
- Boulay Financial Advisors, LLCJun 2024 to now
- Orgel Wealth ManagementSep 2023 to May 2024
- University of Wisconsin, Eau ClaireSep 2020 to May 2024
- D.C. Everest High SchoolSep 2017 to Aug 2020
- D.C. Everest Junior HighSep 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7952210
- Firm CRD
- 111334