CoverProfile

Brian Obermeier

Senior Wealth Manager

Boulay

United States, Minnesota, Eden Prairie

About Me

Brian joined Boulay in 2019 with 43 years of experience as a CPA and 20 years in the financial services business. After graduating from Minnesota State University, he spent eleven years with an international CPA firm. In 1989 Brian founded his own firm where he specialized in the areas of tax, accounting, audit, and financial planning. He joined Boulay in order to provide a robust set of services to the clients that have trusted him for decades. Brian was also an instructor for the University of Minnesota Income Tax Short Course for Tax Practitioners for six years.

Profile Information

Senior Wealth Manager

Boulay

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Eden Prairie

Minnesota

United States

Oct 10, 2024

Work Experience

Boulay

Senior Wealth Manager
Jun 2019 - Present
Email: bobermeier@boulaygroup.com

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