CP
Chad R. Poulson
DECKER RETIREMENT PLANNING
Lehi, UT 84043
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CRD#: 7580116
CP
Professional summary
Chad Ryan Poulson, who also goes by Chad R Poulson, Chad Ryan Poulsona, is a registered financial advisor currently at DECKER RETIREMENT PLANNING INC. located in Lehi, Utah.
Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Chad has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chad R Poulson | Chad Ryan Poulsona
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Ryan Poulson's 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®
NoneExperience
Current
July 10, 2023 - Present
DECKER RETIREMENT PLANNING INC.
Office #1: 2961 W Maple Loop Dr Suite 120, Lehi, UT 84043RIA
CRD#: 284281
Lehi, UT
Past
June 24, 2022 - July 31, 2023
ANDINA FAMILY OFFICES
RIA
CRD#: 151762
Logan, UT
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".
DR
DECKER RETIREMENT PLANNING INC.
DECKER RETIREMENT PLANNING INC.
CRD#: 284281 / SEC#: 801-120733
RIA
Registered Investment Advisory firm - (4/7/2021 Approved)California
Registered Investment Advisory firm - (6/17/2021 Terminated)Idaho
Registered Investment Advisory firm - (4/14/2021 Terminated)Nevada
Registered Investment Advisory firm - (6/9/2021 Terminated)Texas
Registered Investment Advisory firm - (4/14/2021 Terminated)Utah
Registered Investment Advisory firm - (4/14/2021 Terminated)Washington
Registered Investment Advisory firm - (5/14/2021 Terminated)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
Alaska(7/10/2023)
IAR
California(7/10/2023)
IAR
Idaho(7/10/2023)
IAR
Montana(7/20/2023)
IAR
Nebraska(7/10/2023)
IAR
Nevada(7/17/2023)
IAR
New Hampshire(7/10/2023)
IAR
Texas(7/10/2023)
IAR
Utah(7/13/2023)
IAR
Washington(7/10/2023)
Current Firm
DR
DECKER RETIREMENT PLANNING INC.
DECKER RETIREMENT PLANNING INC.
CRD#: 284281 / SEC#: 801-120733
RIA
Registered Investment Advisory firm - (4/7/2021 Approved)California
Registered Investment Advisory firm - (6/17/2021 Terminated)Idaho
Registered Investment Advisory firm - (4/14/2021 Terminated)Nevada
Registered Investment Advisory firm - (6/9/2021 Terminated)Texas
Registered Investment Advisory firm - (4/14/2021 Terminated)Utah
Registered Investment Advisory firm - (4/14/2021 Terminated)Washington
Registered Investment Advisory firm - (5/14/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2889 W Ashton Blvd. Suite 125, Lehi, UT 84043
Mailing Address
Phone number
(855) 425-4566
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,461 |
| AUM (Assets Under Management) | $ 285,093,119 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
