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Scott Eric Nelson

Investment Adviser Representative at Boulay Wealth

Eden Prairie, MNCRD #6268814Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Scott Eric Nelson is an investment adviser representative with Boulay Wealth in Eden Prairie, MN, where they have been registered since 2020. They have worked in the securities industry since 2014 and have been registered with 3 firms, including Robert Steffen & Associates and Cetera Advisor Networks LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Minnesota.

Office

11095 Viking Drive, Suite 500
Eden Prairie, MN 55344

Advisors at this office: 33

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Minnesota

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/11/2014
SIE
Securities Industry Essentials Examination
Passed 5/22/2017
Series 7
General Securities Representative Examination
Passed 4/24/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Boulay WealthCurrent
1/3/2020 – Eden Prairie, MN
Robert Steffen & Associates
7/12/2017 – 6/23/2020Eden Prairie, MN
Cetera Advisor Networks LLC
10/7/2014 – 5/22/2017Edina, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Cetera Advisor Networks
    Nov 2013 – May 2017Edina, MN
  2. Robert Steffen & Associates
    May 2017 – Jun 2020Bloomington, MN
  3. Boulay Financial Advisors, LLC
    Jan 2020 – no end date reportedMinneapolis, MN

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Boulay Wealth

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
34
Offices listed on AdvisorFinder:
2
Main office:
Eden Prairie, MN
SEC file number:
801-60141

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 19, 2026

View full firm profile

Other advisors at Boulay Wealth

Showing 12 of 34 in the directory

View Boulay Wealth firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Scott Eric Nelson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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