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Joseph D. Bloodgood

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Joseph D. Bloodgood

CFP®, AIF®

Wealth Management Partner

Joe joined Boulay Financial Advisors, LLC in 2013 and has more than 10 years of
experience in wealth management, financial planning and retirement plan consulting. He
provides wealth management services to individuals, business owners, and corporations.
He assists clients in defining and achieving their financial goals and objectives while
providing growth strategies and strategic planning ideas. Joe consults with corporate
clients regarding qualified and nonqualified retirement plans and facilitates the successful
design and implementation of their plan. He also provides fiduciary training and ongoing
consulting, investment advice and employee education for his corporate clients.

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"I enjoy partnering with my clients to create, develop and implement innovative solutions that address their personal and business retirement plan needs. It is a privilege to help my clients navigate each step toward their unique goals.”

Involvement

  • BFA Holdings Board Member
  • Financial Planning Association of Minnesota
  • The Sheridan Story — Volunteer
  • Minnesota Chamber of Commerce — Leadership Minnesota
  • Five Oaks Church — Member and Volunteer
  • Emerging Leaders — Leadership Roundtable

Education

    • University of Minnesota — B.A.
    • Accredited Investment Fiduciary (AIF®)
    • CERTIFIED FINANCIAL PLANNER™ Professional
    • FINRA Series 7 and 63 registered
    • Insurance licensed

Personal Interests

    • Coaching youth baseball
    • Downhill skiing, cycling and golf
    • Hunting and outdoor activities
    • Spending time with his wife and three children
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.