Chad Poulson (CRD# 7580116) is an Investment Advisor Representative working at Decker Retirement Planning Inc. in Lehi, UT and has 1 year of experience in the finance industry. Chad Poulson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Decker Retirement Planning, Inc. | Lehi, UT | Jul 2023 - Current | < 1 |
| Andina Capital Management, LLC | Logan, UT | Apr 2022 - Jul 2023 | 1 |
| Andina Advisors | Logan, UT | Apr 2022 - Jul 2023 | 1 |
| Core Capital Wealth Management | Logan, UT | Jan 2021 - Apr 2022 | 1 |
| Bear Lake Community Health Center | Logan, UT | Sep 2019 - Sep 2021 | 2 |
| Al's Sporting Goods | Logan, UT | Aug 2018 - Nov 2019 | 1 |
| N/a | Logan, UT | Jul 2018 - Sep 2019 | 1 |
| Missionary | Mendoza, | Aug 2016 - Jul 2018 | 1 |
| Student (high School) | Smithfield, UT | Aug 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- AK
- CA
- ID
- MT
- NE
- NV
- NH
- TX
- UT
- WA
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Total Assets Under Management214MILLIONS
-
Total Number of Accounts2,317ACCOUNTS
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Average Account Value$92,172
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AZ, CA, FL, ID, MT, NE, NH, NV, NY, TX, UT, WA
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