Catherine
Hogan
Boulay Financial Advisors, LLC
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About this Advisor
Catherine Hogan is a financial advisor based in Eden Prairie, Minnesota, working with Boulay Financial Advisors, LLC. Catherine has previously held positions at Target Corporation, Usbancorp, The Advocate Group, and Boulay Financial Advisors, LLC. Catherine has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Minnesota. Currently, Catherine is part of Boulay Financial Advisors, LLC, which operates out of Eden Prairie, Minnesota. The firm has one office and 40 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Boulay Financial Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Boulay Financial Advisors, LLC Brokerage Details
$1,868,751,352
40
3,853
$485,012
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Catherine Hogan Work History
Boulay Financial Advisors, LLC
The Advocate Group
Usbancorp
Target Corporation
Disclosures
Please visit the SEC profile of Catherine Hogan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Boulay Financial Advisors, LLC
Eden Prairie, MN
Eden Prairie, MN
Eden Prairie, MN
Eden Prairie, MN
Eden Prairie, MN
Eden Prairie, MN
Eden Prairie, MN
Eden Prairie, MN
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