Kerry V. Poulson

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Hurricane, UT

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CRD#: 712719

Professional summary

Kerry Vaun Poulson is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Hurricane, Utah.

Kerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Kerry has worked at 18 firms and has passed the Series 65, Series 63, Series 22, Series 6 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TRUE COURSE INVESTMENT MANAGEMENT - 100% OWNER/OFFICER - INVESTMENT MANAGEMENT SERVICES & FINANCIAL PLANNING;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerry Vaun Poulson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 23, 2024 - Present

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

RIA

CRD#: 109701

Hurricane, UT

Past

January 2, 2018 - December 20, 2024

SCF INVESTMENT ADVISORS, INC.

RIA

CRD#: 123608

Hurricane, UT

Past

January 29, 2016 - December 31, 2017

SCF INVESTMENT ADVISORS, INC.

RIA

CRD#: 123608

CAMAS, WA

Past

August 21, 2014 - February 9, 2016

FISHER INVESTMENTS

RIA

CRD#: 107342

CAMAS, WA

Past

January 2, 2013 - September 10, 2014

FINANCIAL ENGINES ADVISOR CENTER, LLC

RIA

CRD#: 109238

OVERLAND PARK, KS

Past

October 31, 2008 - August 28, 2014

THE MUTUAL FUND STORE

RIA

CRD#: 144479

OVERLAND PARK, KS

Past

June 23, 2006 - November 7, 2008

THE MUTUAL FUND STORE

RIA

CRD#: 140912

HENDERSON, NV

Past

February 10, 2006 - May 23, 2006

ATLAS SECURITIES, LLC

CRD#: 20991

LAS VEGAS, NV

Past

July 28, 2005 - March 2, 2006

QA3 FINANCIAL LLC

RIA

CRD#: 104957

FRESNO, CA

Past

July 28, 2005 - March 2, 2006

QA3 FINANCIAL CORP.

CRD#: 14754

FRESNO, CA

Past

January 5, 2005 - August 2, 2005

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

FRESNO, CA

Past

January 5, 2005 - August 2, 2005

USA FINANCIAL SECURITIES LLC

CRD#: 103857

ADA, MI

Past

March 29, 2001 - January 8, 2005

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

FRESNO, CA

Past

November 28, 2000 - December 17, 2001

AMERICAN UNITED LIFE INSURANCE COMPANY

CRD#: 1075

INDIANAPOLIS, IN

Past

November 28, 2000 - January 8, 2005

ONEAMERICA SECURITIES, INC.

CRD#: 4173

INDIANAPOLIS, IN

Past

September 28, 1998 - November 1, 2000

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

April 27, 1998 - September 16, 1998

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

February 24, 1998 - April 13, 1998

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

September 10, 1997 - February 13, 1998

SICOR SECURITIES INC

CRD#: 16195

DAYTON, OH

Past

April 16, 1997 - June 18, 1997

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

May 21, 1987 - March 21, 1989

VALUE EQUITIES CORPORATION

CRD#: 13316

Past

July 28, 1980 - May 7, 1987

NORTH AMERICAN MANAGEMENT, INC.

CRD#: 624

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701 / SEC#: 801-33422

RIA

Registered Investment Advisory firm - (2/10/1989 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/17/2025)

IAR

Oregon
(1/30/2025)

IAR

Utah
(12/23/2024)

IAR

Washington
(1/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/19/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/15/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 22

Date: 3/25/2005

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 4/15/1997

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 1

Date: 7/12/1980

Registered Representative Examination

Current Firm

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701 / SEC#: 801-33422

RIA

Registered Investment Advisory firm - (2/10/1989 Approved)

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Contact information

Main Address

940 N. Industrial Dr., Elmhurst, IL 60126-1131

Mailing Address

Phone number

(630) 600-0500

Established

Firm type

Fiscal year end

# of Employees

144

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LSIA ADV PART 2A 01-02-18 (12/3/2025)

Regulatory assets under management

Total Number of Accounts	11,941
AUM (Assets Under Management)	$ 4,346,509,887

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Kerry V. Poulson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerry Vaun Poulson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCF INVESTMENT ADVISORS, INC.

SCF INVESTMENT ADVISORS, INC.

FISHER INVESTMENTS

FINANCIAL ENGINES ADVISOR CENTER, LLC

THE MUTUAL FUND STORE

THE MUTUAL FUND STORE

ATLAS SECURITIES, LLC

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

ONEAMERICA SECURITIES, INC.

AMERICAN UNITED LIFE INSURANCE COMPANY

ONEAMERICA SECURITIES, INC.

PRUCO SECURITIES, LLC.

NEW ENGLAND SECURITIES

CADARET, GRANT & CO., INC.

SICOR SECURITIES INC

NEW ENGLAND SECURITIES

VALUE EQUITIES CORPORATION

NORTH AMERICAN MANAGEMENT, INC.

Primary Firm SEC Registration

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/19/1999

Series 63

Date: 4/15/1997

Series 22

Date: 3/25/2005

Series 6

Date: 4/15/1997

Series 1

Date: 7/12/1980

Current Firm

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

TRUST BUT VERIFY

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