Derek Villars has been Owner, Officer of Boulevard Wealth Management since January 2014, is a control person of the firm and directly owns between 10% and 25% of it. Derek Villars holds a BA from St. Cloud State University. Derek Villars studied Professional Designation Curriculum at American College of Financial Services.
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.
Derek Villars is Director of Risk Management at Boulevard Wealth Management, Inc., based in Bloomington, Minnesota, and serves as the firm's CFO. Villars has been a risk management and insurance consultant to high-net-worth families and other advisers since 2004, and founded the insurance agency Villars Midwest. His work covers insurance policy performance audits, advanced estate planning, advanced business planning, and insurance procurement and placement.
Professional designations
Listed by Boulevard Wealth Management
- Chartered Life Underwriter (CLU®)
- Chartered Advisor for Senior Living (CASL®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Derek Villars is registered as an investment adviser representative in Minnesota, since January 2014.
- MinnesotaSince 29 January 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 29 August 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 August 2002 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Derek D Villars
- CRD
- 4533767
- 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
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boulevardwealth.com
Where does Derek Villars work?
Derek Villars has been Owner, Officer of Boulevard Wealth Management, Inc. since January 2014, and is a control person of the firm.
Is Derek Villars a financial advisor?
Yes. Derek Villars has a current investment-adviser registration in Minnesota, through Boulevard Wealth Management since January 2014.
How many years of experience does Derek Villars have?
Derek Villars has 15 years in the financial industry, since January 2011, across 1 adviser firm.
What exams has Derek Villars passed?
Derek Villars has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in August 2002.
Where is Derek Villars based?
Derek Villars’ registered office is in Bloomington, MN.
Is Derek Villars registered with FINRA?
No. Derek Villars has no current broker registration.
How can I verify Derek Villars’ record?
Search CRD 4533767 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Derek Villars’ full registration record.
