Christina
Ulsby
Boulay Financial Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Christina Ulsby is a certified financial planner working out of Eden Prairie, Minnesota who has 3 years of industry experience. Ulsby works at Boulay Financial Advisors, LLC. During their career, Ulsby has held roles at University Of Minnesota Morris, Grad Staff, Nadia Cakes, Dock 6 Pottery and Boulay Financial Advisors, LLC. Ulsby has a Series 65 license, certifying them as an investment advisor representative, and can work in Minnesota. Boulay Financial Advisors, LLC is a registered investment business operating out of Eden Prairie, MN. It has a total of 37 advisors. It controls $2 billion in assets under management among its 3,794 client accounts, placing it among the largest firms in the country by assets under management. The firm serves six charities and foundations. Of its 3,794 client accounts, 39% are associated with high-net-worth clients who have more than $1 million in investable assets. The company provides a number of services, including 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. Fees charged by financial advisors largely vary depending on the services. However, fee types billed by Boulay Financial Advisors, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Boulay Financial Advisors, LLC Brokerage Details
$1,896,592,152
37
3,794
$499,893
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
Christina Ulsby Work History
Christina has been registered as a financial advisor for 3 years.*
Boulay Financial Advisors, LLC
Grad Staff
Dock 6 Pottery
Nadia Cakes
University Of Minnesota Morris
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christina Ulsby 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
