David E. Bremer
Professional summary
David Edgar Bremer, CFP®, who also goes by Dave Bremer, David Bremer, is a registered financial advisor currently at BOULAY WEALTH located in Minneapolis, Minnesota.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. David has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Edgar Bremer's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1992
Experience
November 17, 2004 - Present
BOULAY WEALTH
Office #1: 7500 Flying Cloud Drive Suite 800, Minneapolis, MN 55344February 11, 2015 - December 31, 2018
VALMARK SECURITIES, INC.
February 20, 1998 - February 12, 2015
1ST GLOBAL CAPITAL CORP.
Primary Firm SEC Registration
BOULAY WEALTH
CRD#: 111334 / SEC#: 801-60141
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/9/2013)
(11/17/2004)
Exams
Current Firm
BOULAY WEALTH
CRD#: 111334 / SEC#: 801-60141
Contact information
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,260 |
| AUM (Assets Under Management) | $ 2,420,741,792 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
