Brennan McCarthy has been Owner, Officer of Boulevard Wealth Management since February 2017, is a control person of the firm and directly owns between 5% and 10% of it. Brennan McCarthy holds a Bachelor of Arts from the University of St. Thomas.
Boulevard Wealth Management, Inc. is a Bloomington, MN firm with $119M under management, 268 clients and 4 advisers in one office, as of its April 2026 filing.
Brennan McCarthy is Director of Financial Planning at Boulevard Wealth Management, Inc., based in Bloomington, Minnesota. McCarthy has been Director of Planning at the firm since 2019, and was a paraplanner there from 2017 to 2019 and an intern from 2014 to 2017. His work covers plan preparation, analysis and design, and integration of cash flow, benefits, retirement, tax, investments, insurance and estate plans.
Professional designations
Listed by Boulevard Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Brennan McCarthy is registered as an investment adviser representative in Minnesota, since September 2018.
- MinnesotaSince 4 September 2018
Examinations
No examinations are on Brennan McCarthy’s record.
- Full name
- Brennan P McCarthy
- CRD
- 7012134
- Firm
- Boulevard Wealth Management · CRD 164423
- Role
- Owner, Officer
- Office
- 7825 WASHINGTON AVENUE, SUITE 100, Bloomington, MN 55439
- Registration
- Investment adviser registration
- In the industry since
- September 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boulevardwealth.com
Where does Brennan McCarthy work?
Brennan McCarthy has been Owner, Officer of Boulevard Wealth Management, Inc. since February 2017, and is a control person of the firm.
Is Brennan McCarthy a financial advisor?
Yes. Brennan McCarthy has a current investment-adviser registration in Minnesota, through Boulevard Wealth Management since September 2018.
How many years of experience does Brennan McCarthy have?
Brennan McCarthy has 8 years in the financial industry, since September 2018, across 1 adviser firm.
Where is Brennan McCarthy based?
Brennan McCarthy’s registered office is in Bloomington, MN.
Is Brennan McCarthy registered with FINRA?
No. Brennan McCarthy has no current broker registration.
Is Brennan McCarthy a CFP?
Boulevard Wealth Management lists Brennan McCarthy with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Brennan McCarthy’s record?
Search CRD 7012134 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brennan McCarthy’s full registration record.
