Joseph D. Bloodgood

BOULAY WEALTH

Eden Prairie, MN 55344

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CRD#: 5527387

Professional summary

Joseph Daniel Bloodgood, AIF®, CFP® is a registered financial advisor currently at BOULAY WEALTH located in Eden Prairie, Minnesota and VALMARK ADVISERS, INC. located in Eden Prairie, Minnesota.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Joseph has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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)BOULAY INSURANCE SOLUTIONS; EDEN PRAIRIE, MN; INVESTMENT RELATED; FIXED INSURANCE; MANAGER; NO CLIENT INVOLVEMENT; OPTIONAL FIXED INSURANCE; SALARY ///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Daniel Bloodgood'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Experience

Current

August 28, 2014 - Present

BOULAY WEALTH

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

RIA

CRD#: 111334

Eden Prairie, MN

Current

February 11, 2015 - Present

VALMARK ADVISERS, INC.

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

RIA

CRD#: 108050

Eden Prairie, MN

Current

February 11, 2015 - Present

VALMARK SECURITIES, INC.

Office #1: 11095 Viking Drive, #500, Eden Prairie, MN 55344Office #2: 100 S 5th St., Suite 1825, Minneapolis, MN 55402

CRD#: 31243

Eden Prairie, MN

Past

January 8, 2014 - August 27, 2014

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

MINNEAPOLIS, MN

Past

January 8, 2014 - February 12, 2015

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

MINNEAPOLIS, MN

Past

June 24, 2008 - December 4, 2013

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

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".

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(6/18/2019)

California
(1/2/2019)

Colorado
(1/2/2019)

District of Columbia
(1/2/2019)

Florida
(2/11/2015)

IAR

Florida
(3/19/2015)

Georgia
(1/2/2019)

Hawaii
(6/18/2019)

Illinois
(1/2/2019)

Indiana
(6/18/2019)

Iowa
(2/11/2015)

IAR

Iowa
(2/11/2015)

IAR

Minnesota
(8/28/2014)

Minnesota
(2/11/2015)

New York
(6/18/2020)

IAR

New York
(1/10/2022)

North Dakota
(2/11/2015)

IAR

North Dakota
(2/20/2015)

Ohio
(1/2/2019)

South Dakota
(2/11/2015)

IAR

South Dakota
(2/18/2015)

Tennessee
(1/4/2021)

IAR

Texas
(8/31/2015)

Virginia
(3/31/2015)

IAR

Virginia
(8/31/2015)

Wisconsin
(2/11/2015)

IAR

Wisconsin
(2/11/2015)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 7/1/2008

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: 6/22/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/23/2008

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

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Contact information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333

Mailing Address

Phone number

(800) 765-5201

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/16/2025)

VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/16/2025)

Regulatory assets under management

Total Number of Accounts	19,096
AUM (Assets Under Management)	$ 8,379,181,235

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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Firm Stability Insights

Joseph D. Bloodgood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Daniel Bloodgood's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

JOHN HANCOCK DISTRIBUTORS LLC

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/1/2008

SIE

Date: 10/1/2018

Series 7

Date: 6/22/2012

Series 6

Date: 6/23/2008

FINRA

Current Firm

VALMARK ADVISERS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALMARK ADVISERS, INC.

TRUST BUT VERIFY

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