Monica Michelle Boulter
Investment adviser representative at Csp Financial Group LLC
11 yearsExperience
1 stateRegistered in
$150.6MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Csp Financial Group LLCSep 2023 to now
- Monica Boulter, Sole ProprietorApr 2022 to now
- U.S. Department of StateNov 2015 to now
- Weldon and Weldon Coaching, Inc.Apr 2022 to Sep 2023
- Digital RevampSep 2019 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MD).
Csp Financial Group LLC
$150.6MAssets managed
397Clients
21Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7428047
- Firm CRD
- 310819