Kerry Vaun Poulson

940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-01-30
CA	RA	APPROVED	2025-01-17
WA	RA	APPROVED	2025-01-16
UT	RA	APPROVED	2024-12-23

Branch Locations

940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States

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

Organization	City	State	From	To
Scf Investment Advisors, Inc.	Fresno	CA	01/2016	12/2017
Scf Investment Advisors, Inc.	Fresno	CA	01/2018	Present

2018-01-02 → 2024-12-20

Scf Investment Advisors, Inc.

Camas, WA

San Diego, CA

Camas, WA

Camas, WA

Hurricane, UT
2016-01-29 → 2017-12-31

Scf Investment Advisors, Inc.

Camas, WA

San Diego, CA
2014-08-21 → 2016-02-09

Fisher Investments

Plano, TX
2013-01-02 → 2014-09-10

Financial Engines Advisor Center, Llc

Overland Park, KS
2008-10-31 → 2014-08-28

The Mutual Fund Store

Overland Park, KS
2006-06-23 → 2008-11-07

The Mutual Fund Store

Henderson, NV
2005-07-28 → 2006-03-02

Qa3 Financial Llc

Fresno, CA
2005-01-05 → 2005-08-02

Usa Financial Securities Llc

Fresno, CA
2001-03-29 → 2005-01-08

Oneamerica Securities, Inc.

Fresno, CA

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-04-19
S63	Uniform Securities Agent State Law Examination	1997-04-15