Abby Leisen, CFP®

Abby Leisen, CFP®

Banquet Server

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location of Abby Leisen, CFP®Greater Minneapolis-St. Paul Area

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  • Timeline

  • About me

    Senior Wealth Management Associate at Boulay Financial Advisors

  • Education

    • University of St. Thomas - Opus College of Business

      2019 - 2022
      Bachelor's degree Financial Management, Minor in Data Analytics
    • Minnetonka Senior High School

      2015 - 2019
  • Experience

    • Bearpath Golf and Country Club

      Mar 2019 - May 2021
      Banquet Server
    • Tommie Marketing Club

      Dec 2020 - Jan 2022
      Treasurer/Director of Operations
    • BerganKDV

      May 2021 - Aug 2022
      Wealth Management Intern
    • Boulay

      Jan 2023 - now
      • Senior Wealth Management Associate

        Aug 2024 - now
      • Wealth Management Associate

        Jan 2023 - now
  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Aug 2025
    • Series 65

      FINRA
      Aug 2023
      View certificate certificate
  • Volunteer Experience

    • Sunday School Teacher

      Issued by Mount Calvary Lutheran Church, Excelsior on Sept 2015
      Mount Calvary Lutheran Church, ExcelsiorAssociated with Abby Leisen, CFP®
    • Volunteer Analyst

      Issued by Neighborhood House on Jan 2021
      Neighborhood HouseAssociated with Abby Leisen, CFP®