Monica Michelle Boulter

Employer firm

Csp Financial Group LLC CRD 310819

$119M regulatory AUM 751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• PORTFOLIO ANALYSIS (MRI) SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2022 → 09/2023
  Weldon And Weldon Coaching, Inc.
  Watertown, NY
• 11/2015 → Present
  U.S. Department Of State
  Washington, DC
• 09/2019 → 06/2020
  Digital Revamp
  Arlington, VA
• 04/2022 → Present
  Monica Boulter, Sole Proprietor
  Balitmore , MD
• 09/2023 → Present
  Csp Financial Group Llc
  Baltimore, MD

Previous Registrations

• 2022-04-05 → 2023-09-01
  Weldon And Weldon Financial Coaching
  Baltimore, MD
  Arlington, VA
  Watertown, NY

Other Businesses

1) U.S. DEPARTMENT OF STATE; FOREIGN AFFAIRS OFFICER; NOT INV RELATED; WASHINGTON, DC; START 11/2015; GREATER THAN 75% OF TIME SPENT IN THIS PRACTICE; APPROX 160 HRS/MO 160 HRS DURING SECURITIES TRADING. 2) Monica Boulter, Sole Proprietor; Investment Related; Baltimore, MD; Insurance Agent; Fixed Insurance Sales; Started 04/2022; Approximately 48 hours spent per month during securities trading hours. 3) Charles Village Civic Association; Not Inv Rel; Baltimore, MD; Start 10/2024; Board Secretary-volunteer position; Community Event Board and Land Use Committee; 2 hrs/mo. 4) Village Learning Place; Not Inv Rel; Baltimore, MD; Start 05/2026; Board Treasurer-volunteer position; Educational and Library Facility; review of funded accountant's work and educating the board; 4 hrs/mo.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-02

Other Names

• Monica Michelle Boulter
• Monica M Boulter