Cameron James Poulsen

Employer firm

Abound Wealth Management, LLC CRD 285903

$1.95B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• FINANCIAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2024 → Present
  Abound Wealth Management, Llc
  Franklin, TN
• 10/2022 → 03/2024
  First Purpose Wealth
  Orem, UT
• 05/2022 → 10/2022
  Net Worth Advisory Group
  Sandy, UT
• 08/2015 → 05/2022
  Brigham Young University
  Provo, UT

Designations

• Certified Financial Planner