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AL

Anika S. Lunde

BOULAY WEALTH
Eden Prairie, MN 55344
Some features on this profile are disabled
CRD#: 7375317
AL

Professional summary

Anika Sarah Lunde, who also goes by Anika Lunde, is a registered financial advisor currently at BOULAY WEALTH located in Eden Prairie, Minnesota.

Anika is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Anika has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anika Lunde

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 Anika Sarah Lunde'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®
None

Experience

Current

October 8, 2024 - Present

BOULAY WEALTH

Office #1: 11095 Viking Drive Suite 500, Eden Prairie, MN 55344
RIA
CRD#: 111334
Eden Prairie, 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".
BW
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
(10/8/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/28/2024
Uniform Investment Adviser Law Examination

Current Firm

BW
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
44

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts4,260
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.

Company Information

BOULAY WEALTH

CRD#: 111334Eden Prairie, MN 55344

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