Haley
Larue
Boulay Financial Advisors, LLC
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About this Advisor
Haley Larue is a financial advisor based in Eden Prairie, Minnesota, working with Boulay Financial Advisors, LLC. Haley has previously held positions at Western Kentucky University, Manchester Capital, LLC, D. Scott Neal, Inc, Topper Talk - Western Kentucky University, Dairy Queen, Boulay Pllp, Boulay Financial Advisors, LLC, and Valmark Securities. Haley has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Haley is part of Boulay Financial Advisors, LLC, which operates out of Eden Prairie, Minnesota. The firm has 1 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
Haley Larue Work History
Boulay Financial Advisors, LLC
Valmark Securities
Boulay Pllp
Manchester Capital, LLC
D. Scott Neal, Inc
Topper Talk - Western Kentucky Unviersity
Western Kentucky University
Dairy Queen
Disclosures
Please visit the SEC profile of Haley Larue 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 6/19/2024. 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.
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