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Daniel Val Poulsen

Private Advisory

Redmond, WA

Lehi, UT

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Current Employers
Private Advisory

16880 Ne 79Th Street, Redmond, WA 98052 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-02-02
  • UT RA
    APPROVED
    Since 2026-02-02

Branch Locations

16880 Ne 79Th Street, Redmond, WA 98052 • United States

1557 W Innovation Way Suite 500, Lehi, UT 84043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gold's Gym Layton UT 08/2017 01/2018
America First Credit Union Riverdale UT 01/2018 04/2021
Hawkins Homes Kaysville UT 05/2019 06/2019
Fidelity Investments Salt Lake City UT 04/2021 05/2022
Church Of Jesus Christ Of Latter Day Saints San Diego CA 08/2015 08/2017
Fidelity Investments Boston MA 08/2023 01/2026
Private Advisory Salt Lake City UT 01/2026 Present
Fidelity Investments Salt Lake City UT 05/2022 08/2023
  • 08/2017 → 01/2018
    Gold's Gym
    Layton, UT
  • 01/2018 → 04/2021
    America First Credit Union
    Riverdale, UT
  • 05/2019 → 06/2019
    Hawkins Homes
    Kaysville, UT
  • 04/2021 → 05/2022
    Fidelity Investments
    Salt Lake City, UT
  • 08/2015 → 08/2017
    Church Of Jesus Christ Of Latter Day Saints
    San Diego, CA
  • 08/2023 → 01/2026
    Fidelity Investments
    Boston, MA
  • 01/2026 → Present
    Private Advisory
    Salt Lake City, UT
  • 05/2022 → 08/2023
    Fidelity Investments
    Salt Lake City, UT
Previous Registrations
  • 2025-03-31 → 2026-01-21
    Strategic Advisers Llc
    Herriman, UT
    Salt Lake City, UT
    Boston, MA
  • 2023-08-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-114654|OrgNmn:September Investments, LLC|Org Addr:Herriman,Utah,US|OBA Nature:Personal Real Estate Investmen|Invst Rel:Y|Title:Partner|Duties:Researching properties and organizing financing, contractors, and attending auctions. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-01
S63 Uniform Securities Agent State Law Examination 2021-08-18
  • S66 Uniform Combined State Law Examination
    2023-05-01
  • S63 Uniform Securities Agent State Law Examination
    2021-08-18
Other Names
  • Daniel Val Poulsen
  • Daniel Poulsen

View on SEC IAPD

Other Firms

SUNRISE PLANNING & ADVISORY LLC
FIREBRAND WEALTH MANAGEMENT, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
TRUVISTA ADVISORS LLC
OSAIC WEALTH, INC.

Other Investors

RICHARD LLOYD MILLER
AMY BARBARA BARNES
SUZANNE FLOY BOTTOMS
Stephanie Huynh
John William Misner
Daryn J Debelak
GREGORY MILAN WASICK
Adam S. Hutchison

Other Offices

SUNRISE PLANNING & ADVISORY LLC · REDMOND, WA
FIREBRAND WEALTH MANAGEMENT, LLC · REDMOND, WA
EDWARD JONES · REDMOND, WA
J.P. MORGAN SECURITIES LLC · REDMOND, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · Redmond, WA
KEY INVESTMENT SERVICES LLC · Redmond, WA
TRUVISTA ADVISORS LLC · REDMOND, WA
EDWARD JONES · REDMOND, WA

More in Redmond, WA

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