Chad M. Carlson
CPA

Manager of Portfolio Operations

Chad has been providing investment advice to clients as an Investment Advisor Representative of Boulay Financial Advisors, LLC since 1998. He also assists clients with a variety of other financial services including money management, estate planning, income tax planning and tax preparation.

Chad has a bachelor’s degree from University of Northwestern- St. Paul in Accounting and is Series 7 and 66 registered. He is a member of the American Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants.

Chad enjoys horseracing and ownership as well as cheering for Nebraska football.

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Direct Phone: 952.841.3041
Email: ccarlson@BoulayGroup.com

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