Rose Abigail Cummins

Employer firm

Boulay Wealth CRD 111334

$3.01B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2024 → Present
  Boulay Financial Advisors, Llc
  Eden Prairie, MN
• 08/2020 → 05/2024
  Notre Dame
  South Bend, IN
• 08/2013 → 05/2020
  Providence Academy
  Plymouth, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-14