Calli Rose Glass
Investment adviser representative at Boulay Wealth
12 yearsExperience
1 stateRegistered in
$3BFirm assets
25 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Boulay WealthNov 2025 to now
- Boulay Financial Advisors, LLCJun 2025 to now
- UnemployedJan 2025 to May 2025
- ResmedJun 2024 to Aug 2024
- New Energy EquityJun 2023 to Aug 2023
- George Washington UniversityAug 2021 to Jan 2025
- Edina High SchoolSep 2017 to Jul 2021
- Valley View Middle SchoolSep 2014 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
Boulay Wealth
Legal name: Boulay Financial Advisors, LLC
$3BAssets managed
1,123Clients
33Advisers
25 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
- 8193447
- Firm CRD
- 111334