Eden Prairie, MN Office

Team
Updated today

Client AUM

$8,108,106,397

Clients

14,624

Advisors

2

Of 290 advisors across 115 offices

Location

11095 Viking Drive Suite 500

Eden Prairie MN 55344

Advisors at this office

2

Advisors at this office

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Joseph B

CFP®, Series 63

Eden Prairie, MN

ValMark Advisers, Inc.

Joseph Bloodgood is a CFP® with 17 years of industry experience, currently serving as an advisor at Boulay Wealth in Eden Prairie, MN. His prior work includes roles at Boulay Financial Advisors, ValMark Advisers, Inc., and Bfa Holdings, LLC. He is also involved as a manager in Boulay Insurance Solutions, a fixed insurance business. Boulay Wealth is a multi-advisor firm providing wealth management services to individuals, corporate retirement plans, and charitable institutions. The firm employs defined Target Portfolio Allocation models focused on diversification, cost management, and after-tax outcomes, with a structure that integrates accounting, insurance, and legal services through formal affiliations.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Meghan H

Series 63, Series 65

Eden Prairie, MN

ValMark Advisers, Inc.

Meghan Hanes is a financial advisor at Boulay Wealth with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at John Hancock and John Hancock Distributors LLC for 13 years before joining Boulay Financial Advisors in 2020. Boulay Wealth is a multi-advisor wealth management firm serving individuals, corporate retirement and profit-sharing plans, charitable institutions, and other entities. The firm employs defined Target Portfolio Allocation models focused on diversification, cost management, and after-tax outcomes, and offers comprehensive financial planning along with institutional retirement plan consulting.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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