Brian T. Bovee

Brian has been offering comprehensive financial planning and investment management to families and small businesses since 1995!


Firm:  Bovee Wealth Management
Broker-Dealer:  Osaic Wealth, Inc.

Office Address:  708 Cleveland Avenue, SW ~ Suite 200
                            New Brighton, MN  55112

Business Phone:  (651) 294-7933
Fax:  (651) 294-7021


  • Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) ~ 2005 to Present

  • Office of Supervisory Jurisdiction (OSJ):  Financial Dimensions Group, Inc. ~ 2005 to 2007

  • Ameriprise Financial (formerly American Express Financial Advisors) ~ 1995 to 2005



  • University of St. Thomas ~ BA in Business Administration, 1994

Industry Licensing:

  • Series 7 License
  • Series 24 License
  • Series 63 License
  • Series 66 License
  • State Securities Licenses:  AZ, CA, CO, FL, IA, MN, MO, NE, SD, TX, WI
  • State Insurance Licenses:  MN Insurance Lic. #20037222
  • Investment Advisor Licenses:  AZ, CO, FL, MN, NE, WI


  • Brian is married to his beautiful wife, Charlotte, and they live in Blaine with their three children Charlie, Ayla and Evan and their favorite pet . . . Dakota.

  • Being a finanical advisor is what he does but it does not define who he is.  He is first and foremost a Christian, a follower of Jesus.  His faith is the lens through which he views life, knowing that life on earth is short, but eternity is forever.

  • Brian's passions beyond his family include hunting, being outdoors, playing golf and traveling somewhere warm when at all possible.

  • Brian leads an annual missions trip to Ensenada, Mexico through the non-profit, Youth With A Mission (YWAM).  The primary focus of this trip is to build a home for a local family in need through the Homes of Hope ministry.