Matthew Heilmer

BOULAY WEALTH

Eden Prairie, MN 55344

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CRD#: 4210260

Professional summary

Matthew Heilmer, CFP®, who also goes by Matthew Lee Heilmer, is a registered financial advisor currently at BOULAY WEALTH located in Eden Prairie, Minnesota.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Matthew has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Lee Heilmer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Heilmer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

June 2, 2021 - Present

BOULAY WEALTH

Office #1: 11095 Viking Drive Suite 500, Eden Prairie, MN 55344

RIA

CRD#: 111334

Eden Prairie, MN

Past

July 13, 2018 - May 14, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

April 2, 2014 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

OAKDALE, MN

Past

October 12, 2010 - May 4, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

OAKDALE, MN

Past

August 19, 2008 - September 10, 2010

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ENGLEWOOD, CO

Past

June 19, 2006 - August 24, 2007

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

PLYMOUTH, MN

Past

December 9, 2004 - January 18, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

May 15, 2002 - December 31, 2002

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

September 5, 2000 - August 30, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 5, 2000 - August 30, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BOULAY WEALTH

BOULAY FINANCIAL ADVISORS, LLC | BOULAY WEALTH

CRD#: 111334 / SEC#: 801-60141

RIA

Registered Investment Advisory firm - (4/17/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(6/2/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/31/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/13/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/1/2000

General Securities Representative Examination

Current Firm

BOULAY WEALTH

BOULAY FINANCIAL ADVISORS, LLC | BOULAY WEALTH

CRD#: 111334 / SEC#: 801-60141

RIA

Registered Investment Advisory firm - (4/17/2001 Approved)

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Contact information

Main Address

11095 Viking Drive Suite 500, Eden Prairie, MN 55344

Mailing Address

Phone number

(952) 893-9320

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BOULAY WEALTH AUG 2025 ADV 2A.2B (8/29/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Matthew Heilmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Heilmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

CHARLES SCHWAB & CO., INC.

KESTRA INVESTMENT SERVICES, LLC

USALLIANZ SECURITIES, INC.

U.S. BANCORP INVESTMENTS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BOULAY WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 3/31/2014

Series 63

Date: 9/13/2002

SIE

Date: 10/1/2018

Series 7

Date: 9/1/2000

Current Firm

BOULAY WEALTH

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOULAY WEALTH

TRUST BUT VERIFY

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