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Detailed Report
SCOTT STODDARD POELMAN
SCOTT POELMAN
CRD#: 5802068
IA
Investment Adviser
OLYMPUS WEALTH MANAGEMENT, LLCCRD#: 173715 6985 UNION PARK CENTER
SUITE 435
COTTONWOOD HEIGHTS, UT 84047
Registration History
20132014201520162017201820192020202120222023202420252026IAOLYMPUS WEALTH MANAGEMENT, LLC (CRD# 173715)2015 - Present (10 years)IACS PLANNING CORP (CRD# 149937)2013 - 2015 (1 year)
License(s)

State Registrations

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Idaho 9/4/2018
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Utah 2/2/2015
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Texas 5/26/2022
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Wyoming 7/30/2018
Current Registration(s)
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OLYMPUS WEALTH MANAGEMENT, LLC (CRD#:173715)
6985 UNION PARK CENTER SUITE 435, COTTONWOOD HEIGHTS, UT 84047
Registered with this firm since 2/2/2015
Previous Registration(s)
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 11/20/2013 - 02/27/2015 CS PLANNING CORP (CRD#:149937) PORTLAND, OR
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.