Haley LaRue, CFP®

Wealth Manager at Boulay
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Minneapolis-St. Paul Area

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Bio

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Credentials

  • CERTIFIED FINANCIAL PLANNER ™
    CFP Board
    Dec, 2019
    - Nov, 2024
  • Series 66 - Uniform Combined State Law
    FINRA (Financial Industry Regulatory Authority)
    Dec, 2017
    - Nov, 2024

Experience

  • Boulay
    • United States
    • Accounting
    • 100 - 200 Employee
    • Wealth Manager
      • Jun 2021 - Present

    • Wealth Management Advisor
      • Jun 2020 - Present

    • Wealth Management Senior Associate
      • Oct 2018 - Jun 2020

    • Financial Associate
      • Jan 2017 - Oct 2018

  • Manchester Capital, LLC
    • Bowling Green, KY
    • Intern
      • Sep 2015 - Dec 2016

      Accounting intern at a private equity firm Accounting intern at a private equity firm

  • D Scott Neal Inc
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Intern
      • May 2015 - Jul 2015

      Intern at a financial planning firm Intern at a financial planning firm

  • Ruffalo Noel Levitz
    • United States
    • Higher Education
    • 700 & Above Employee
    • Student Fundraiser
      • Oct 2014 - Dec 2014

      My responsibilities include calling alumni, parents, and friends of Western Kentucky University to update their contact information, build a positive relationship with them, and raise funds for scholarships, research funds, and other academic pursuits. My responsibilities include calling alumni, parents, and friends of Western Kentucky University to update their contact information, build a positive relationship with them, and raise funds for scholarships, research funds, and other academic pursuits.

Education

  • Western Kentucky University
    Bachelor of Science - BS, Financial Planning and Economics
    2013 - 2016
  • Anderson County High School
    2009 - 2013

Community

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