Chad
Poulson
Andina Family Offices
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About this Advisor
Chad Poulson is a financial advisor operating out of Logan, Utah with 1 year of industry experience. Poulson currently works for Andina Family Offices. Over the course of their career, they have held roles at Andina Capital Management, LLC, Andina Advisors, Core Capital Wealth Management, Bear Lake Community Health Center, Missionary, Student (High School), N/A and Al'S Sporting Goods. Poulson maintains a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Utah. Andina Family Offices is a firm operating out of Lehi, UT. The company has offices in two locations and a total of 17 people on staff. It controls $642 million in total assets across its 1,676 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,676 client accounts, 22% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Financial advisory fees vary depending on which services are provided. Fees charged by Andina Family Offices most likely consist of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Andina Family Offices Brokerage Details
$642,123,815
17
1,676
$383,129
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Chad Poulson Work History
Chad has been registered as a financial advisor for 1 years.*
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)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 Andina Family Offices
Vernal, UT
Lehi, UT
Lehi, UT
Providence, UT
Lehi, UT
Lehi, UT
Logan, UT
Lehi, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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