Chad
Poulson
Decker Retirement Planning Inc
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About this Advisor
Chad Poulson is a financial advisor based in Lehi, Utah, working with Decker Retirement Planning Inc. Chad has previously held positions at Andina Capital Management, LLC, Andina Advisors, Core Capital Wealth Management, Bear Lake Community Health Center, Missionary, Student (High School), Al'S Sporting Goods, and Decker Retirement Planning, Inc. Chad has passed the Series 65 regulatory exam and is registered to provide services in Alaska, California, Idaho, Montana, Nebraska, Nevada, New Hampshire, Texas, Utah, and Washington. Currently, Chad is part of Decker Retirement Planning Inc, which operates out of Lehi, Utah. The firm has 6 offices and 21 employees. The firm manages assets totaling $213.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. The fee structure at Decker Retirement Planning Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Decker Retirement Planning Inc Brokerage Details
$213,562,459
21
2,317
$92,172
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Chad Poulson Work History
Decker Retirement Planning, Inc
Andina Capital Management, LLC
Andina Advisors
Core Capital Wealth Management
Bear Lake Community Health Center
N/A
Al'S Sporting Goods
Missionary
Student (High School)
Disclosures
Please visit the SEC profile of Chad Poulson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Decker Retirement Planning Inc
Lehi, UT
Salt Lake City, UT
Lehi, UT
Lehi, UT
Lehi, UT
Bellevue, WA
Lehi, UT
Salt Lake City, UT
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