Brennan P. Mccarthy
BOULEVARD
Bloomington, MN 55439
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CRD#: 7012134
Professional summary
Brennan P Mccarthy, CFP® is a registered financial advisor currently at BOULEVARD located in Bloomington, Minnesota.
Brennan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brennan has worked at 1 firm .
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.
Accident/Life/Health Insurance Agent (MN) License # 40540446
Brennan McCarthy is a partner of CBM Real Estate, LLC, a residential property rental business. He is entitled to income from CBM Real Estate, LLC, which is unrelated to the business of BOULEVARD.
CRS (Client Relationship Summary) - RIA
Click below to view Brennan P Mccarthy's 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®
Start date: 2018
Experience
Current
September 4, 2018 - Present
BOULEVARD
Office #1: 7825 Washington Avenue Suite 100, Bloomington, MN 55439RIA
CRD#: 164423
Bloomington, MN
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(9/4/2018)
Exams
Current Firm
BO
BOULEVARD
BOULEVARD | RAPACKI & CO. ADVISORY | BOULEVARD WEALTH MANAGEMENT, LLC | BOULEVARD WEALTH MANAGEMENT, INC. | BOULEVARD WEALTH | BOULEVARD ADVISORS
CRD#: 164423 / SEC#: 801-134380
Minnesota
Registered Investment Advisory firm - (10/31/2012 Approved)Nebraska
Registered Investment Advisory firm - (12/23/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7825 Washington Avenue Suite 100, Bloomington, MN 55439
Mailing Address
Phone number
(877) 664-2583
Established
Firm type
Fiscal year end
# of Employees
5
Documents
Regulatory assets under management
| Total Number of Accounts | 932 |
| AUM (Assets Under Management) | $ 112,880,711 |
Red Flags
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