Best Investors Account Sign in
Inactive

Chad Ryan Poulson

Decker Retirement Planning Inc.

Lehi, UT

Lehi, UT

Claim This Profile
Current Employers
Decker Retirement Planning Inc.

2889 W Ashton Blvd. Suite 125, Lehi, UT 84048 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2023-07-20
NV RA APPROVED 2023-07-17
UT RA APPROVED 2023-07-13
AK RA APPROVED 2023-07-10
CA RA APPROVED 2023-07-10
ID RA APPROVED 2023-07-10
NE RA APPROVED 2023-07-10
NH RA APPROVED 2023-07-10
TX RA APPROVED 2023-07-10
WA RA APPROVED 2023-07-10
  • MT RA
    APPROVED
    Since 2023-07-20
  • NV RA
    APPROVED
    Since 2023-07-17
  • UT RA
    APPROVED
    Since 2023-07-13
  • AK RA
    APPROVED
    Since 2023-07-10
  • CA RA
    APPROVED
    Since 2023-07-10
  • ID RA
    APPROVED
    Since 2023-07-10
  • NE RA
    APPROVED
    Since 2023-07-10
  • NH RA
    APPROVED
    Since 2023-07-10
  • TX RA
    APPROVED
    Since 2023-07-10
  • WA RA
    APPROVED
    Since 2023-07-10

Branch Locations

2889 W Ashton Blvd. Suite 125, Lehi, UT 84048 • United States

2961 W Maple Loop Dr Suite 120, 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
Andina Capital Management, Llc Logan UT 04/2022 07/2023
Andina Advisors Logan UT 04/2022 07/2023
Core Capital Wealth Management Logan UT 01/2021 04/2022
Bear Lake Community Health Center Logan UT 09/2019 09/2021
Missionary Mendoza 08/2016 07/2018
N/A Logan UT 07/2018 09/2019
Al's Sporting Goods Logan UT 08/2018 11/2019
Decker Retirement Planning, Inc. Lehi UT 07/2023 Present
  • 04/2022 → 07/2023
    Andina Capital Management, Llc
    Logan, UT
  • 04/2022 → 07/2023
    Andina Advisors
    Logan, UT
  • 01/2021 → 04/2022
    Core Capital Wealth Management
    Logan, UT
  • 09/2019 → 09/2021
    Bear Lake Community Health Center
    Logan, UT
  • 08/2016 → 07/2018
    Missionary
    Mendoza
  • 07/2018 → 09/2019
    N/A
    Logan, UT
  • 08/2018 → 11/2019
    Al's Sporting Goods
    Logan, UT
  • 07/2023 → Present
    Decker Retirement Planning, Inc.
    Lehi, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-10
  • S65 Uniform Investment Adviser Law Examination
    2022-06-10
Designations
Other Names
  • Chad R Poulson
  • Chad Ryan Poulsona

View on SEC IAPD

More in Lehi, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor