Tim A. Beversdorf, CPA, CMA. MBA, CFP™
Tim has been providing investment advice to clients as an Investment Advisor Representative of Boulay Financial Advisors, LLC since 1999. He also assists clients with a variety of other financial services including money management, estate planning, income tax planning and tax preparation.
Tim has a bachelor’s degree from the University of Wisconsin, Stevens Point and a master’s degree from the University of St. Thomas. He is a Certified Public Accountant, a Certified Management Accountant, a Certified Financial Planner™. He is also Series 7 and 66 securities licensed; and is licensed for life, disability and long-term care insurance in Minnesota. He is a member of the American Institute of Certified Pubic Accountants, the Minnesota Society of Certified Public Accountants, the Financial Planning Association, and the Institute of Management Accountants. He is a rotarian with the Wayzata Rotary Club.
Tim lives in Plymouth with his wife and three sons. In his free time, he enjoys coaching sports, golfing and spending time with family.
Tim Beversdorf’s résumé | e-mail | vCard | Direct: (952) 893-3814
