Chase Poulson has been an investment adviser representative at Kaydan Wealth Management since January 2026, and is not listed among the firm’s executive officers or direct owners.
Kaydan Wealth Management, Inc. is a Fenton, MI firm with $727M under management, 1,098 clients and 8 advisers across 2 offices, as of its February 2026 filing.
- – present · under a yearFenton, MI · Adviser representative · Firm CRD 108964
Investment adviser representative registrations
Chase Poulson is registered as an investment adviser representative in Michigan, since January 2026.
- MichiganSince 23 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 November 2025 |
| SIE | Securities Industry Essentials Examination | 17 August 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7475973
- Firm
- Kaydan Wealth Management · CRD 108964
- Office
- 329 W. SILVER LAKE RD., Fenton, MI 48430
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Chase Poulson work?
Chase Poulson is an investment adviser representative registered through Kaydan Wealth Management, Inc. since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Chase Poulson a financial advisor?
Yes. Chase Poulson has a current investment-adviser registration in Michigan, through Kaydan Wealth Management since January 2026.
How many years of experience does Chase Poulson have?
Chase Poulson has 0 years in the financial industry, since January 2026, across 1 adviser firm.
What exams has Chase Poulson passed?
Chase Poulson has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in August 2024.
Where is Chase Poulson based?
Chase Poulson’s registered office is in Fenton, MI.
Is Chase Poulson registered with FINRA?
No. Chase Poulson has no current broker registration.
How can I verify Chase Poulson’s record?
Search CRD 7475973 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chase Poulson’s full registration record.
