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Detailed Report
CHAD MICHAEL CARLSON
CRD#: 4450595
IA
Investment Adviser
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Previous Broker
BOULAY FINANCIAL ADVISORS, LLCCRD#: 111334 11095 VIKING DRIVE
SUITE 500
EDEN PRAIRIE, MN 55344
Registration History
2002200420062008201020122014201620182020202220242026IABOULAY FINANCIAL ADVISORS, LLC (CRD# 111334)2014 - Present (11 years)BVALMARK SECURITIES, INC. (CRD# 31243)2015 - 2019 (4 years)B1ST GLOBAL CAPITAL CORP. (CRD# 30349)2001 - 2015 (13 years)
License(s)

State Registrations

IA
Minnesota 1/23/2014
Current Registration(s)
IA
BOULAY FINANCIAL ADVISORS, LLC (CRD#:111334)
11095 VIKING DRIVE SUITE 500, EDEN PRAIRIE, MN 55344
Registered with this firm since 1/23/2014
Previous Registration(s)
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 02/11/2015 - 12/16/2019 VALMARK SECURITIES, INC. (CRD#:31243) EDEN PRAIRIE, MN
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 11/07/2001 - 02/12/2015 1ST GLOBAL CAPITAL CORP. (CRD#:30349) MINNEAPOLIS, MN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.