Christopher Claussen
Investment adviser representative at Boulay Wealth
14 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
14 years in the industry.
- Boulay WealthApr 2025 to now
- Boulay Financial Advisors, LLCJun 2020 to now
- Glenwood State BankJun 2018 to Aug 2019
- Concordia College - MoorheadAug 2017 to May 2021
- Willmar FabricationJun 2015 to Aug 2019
- Minnewaska Area High SchoolApr 2012 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8074907
- Firm CRD
- 111334