Patrick K. Schneeman

BOULAY WEALTH

Eden Prairie, MN 55344

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CRD#: 4823363

Professional summary

Patrick Kelly Schneeman, CFP®, who also goes by Patrick Schneeman, Patrick Kelly Schneman, is a registered financial advisor currently at BOULAY WEALTH located in Eden Prairie, Minnesota.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Patrick has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Schneeman | Patrick Kelly Schneman

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.

1.)University of Marquette Alumni Association - Minnesota Chapter; Milwaukee, WI; Board Member; Volunteer - Alumni Networking, social gathering; Help with coordinating activities, planning events; not investment related; no compensation./// 2.)Nativity School Advisory Council - Finance Committee; St. Paul, MN; Committee Member; Assist School Principal with budget and special projects, discuss school initiatives; Not investment related; volunteer position; no compensation. ///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Kelly Schneeman'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

November 3, 2014 - Present

BOULAY WEALTH

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

RIA

CRD#: 111334

Eden Prairie, MN

Past

February 11, 2015 - December 12, 2019

VALMARK SECURITIES, INC.

CRD#: 31243

EDEN PRAIRIE, MN

Past

October 28, 2014 - October 29, 2014

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

MINNEAPOLIS, MN

Past

August 13, 2014 - February 12, 2015

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

MINNEAPOLIS, MN

Past

November 30, 2006 - April 11, 2007

IFMG SECURITIES, INC.

CRD#: 14416

MILWAUKEE, WI

Past

July 21, 2006 - December 31, 2006

TCF INVESTMENTS, INC.

CRD#: 34954

GLENDALE, WI

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
(11/3/2014)

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: 10/28/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/13/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/20/2006

Investment Company Products/Variable Contracts 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

Patrick K. Schneeman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Kelly Schneeman's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

IFMG SECURITIES, INC.

TCF INVESTMENTS, INC.

Primary Firm SEC Registration

BOULAY WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2014

SIE

Date: 10/1/2018

Series 7

Date: 8/13/2014

Series 6

Date: 7/20/2006

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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