Chad Ryan Poulson
Investment adviser representative at Decker Retirement Planning Inc.
10 yearsExperience
10 statesRegistered in
CFP® certificationDesignation
$359.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Decker Retirement Planning, Inc.Jul 2023 to now
- Andina AdvisorsApr 2022 to Jul 2023
- Andina Capital Management, LLCApr 2022 to Jul 2023
- Core Capital Wealth ManagementJan 2021 to Apr 2022
- Bear Lake Community Health CenterSep 2019 to Sep 2021
- Al's Sporting GoodsAug 2018 to Nov 2019
- N/aJul 2018 to Sep 2019
- MissionaryAug 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 10 states (AK, CA, ID, MT, NE, NH, NV, TX, UT, WA).
Decker Retirement Planning Inc.
$359.9MAssets managed
774Clients
10Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7580116
- Firm CRD
- 284281