Poulsen Financial
- Company typePrivate
- Founded1989
- HeadquartersJacksonville, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Poulsen Financial firmographics
Firmographics- Name
- Poulsen Financial
- Legal name
- Poulsen Financial Group, Corp.
- Website
- https://poulsenfinancialgroup.com
- Company type
- Private
- Founded year
- 1989
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Poulsen Financial industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Poulsen Financial is headquartered
LocationHeadquarters
- HQ city
- Jacksonville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Poulsen Financial business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Securities and Investment Products: Commissions from sale of securities products including mutual funds, annuities, and other investment vehicles through their broker/dealer relationship with GWN Securities, Inc.
- Insurance Products: Commissions from sale of life insurance, long-term care insurance, disability income insurance, and annuity products.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Poulsen Financial product offering
Product offeringCore offering
Poulsen Financial Group is a private financial advisory firm that delivers comprehensive financial planning across three lifecycle phases — Protection (term life, long-term care, and disability income insurance), Accumulation (mutual funds, annuities, and retirement plans), and Distribution (income strategies). The firm also offers securities through its broker/dealer relationship with GWN Securities, Inc. (Member FINRA/SIPC), supported by a content library of calculators, flipbooks, newsletters, and research articles.
Product overview
Poulsen Financial is a financial advisory firm that offers a comprehensive suite of financial planning products and services. The core offering consists of financial planning services organized around three phases: Protection (term life insurance, long-term care insurance, disability income insurance), Accumulation (mutual funds, annuities, retirement plans), and Distribution. These are delivered alongside educational tools including financial calculators and a learning center with research articles, flipbooks, newsletters, and videos. Securities products are offered through their broker/dealer relationship with GWN Securities, Inc., member FINRA/SIPC.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Services Comprehensive financial planning services organized around three phases — Protection, Accumulation, and Distribution — covering financial goals, planning strategies, and ongoing advisory support for individuals and families.
- Term Life Insurance Low-cost life insurance designed to protect the policyholder's greatest asset (future income) as part of the Protection phase of financial planning.
- Mutual Funds Investment vehicles used during the Accumulation phase to help clients build wealth over time for retirement and other financial goals.
- Annuities Financial products providing income streams during retirement, used across the Accumulation and Distribution phases of financial planning.
- Retirement Plans Business retirement plans (including 401(k) assistance) and personal retirement funding solutions to help clients accumulate wealth for retirement.
- Long-Term Care Insurance Insurance coverage that protects current assets in the event that long-term care becomes necessary, addressing a critical Protection-phase need as clients age.
- Disability Income Insurance Insurance that replaces earned income in the event of a disabling illness or injury, part of the Protection phase of financial planning.
- Securities Brokerage Services Securities products offered through GWN Securities, Inc., a registered broker/dealer and FINRA/SIPC member, available to residents of a defined multi-state footprint.
Companies that use Poulsen Financial
Customer profileSegments2 records
Ideal customer profiles2 records
Poulsen Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Poulsen Financial partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- GWN Securities, Inc.coreGWN Securities, Inc. is the broker/dealer through which Poulsen Financial Group offers securities products. Located at 11440 N. Jog Road, Palm Beach Gardens, FL 33418. Securities offered through GWN Securities, Inc., Member FINRA/SIPC.
Scale indicators2 records
Recent moves3 records
Expansion highlights4 records
Poulsen Financial competitors and assessment
Company assessmentOthers
- LPL Financial: Largest independent broker/dealer in the U.S., providing the securities and back-office infrastructure that small advisory practices (like Poulsen Financial via GWN) rely on. Comparable role in the value chain as a broker/dealer platform, though LPL's scale dwarfs GWN Securities.
- Dave Ramsey's SmartVestor: Network of vetted financial advisors affiliated with Dave Ramsey's personal finance brand. Poulsen Financial is already a participating SmartVestor Pro, making this both a distribution channel and a peer in the retail financial advisory lead-generation ecosystem.
Direct peers
- Cetera Financial Group: Network of independent financial advisors providing wealth management and retirement planning services through affiliated broker/dealers. Highly comparable to Poulsen Financial in operating model — small independent practices selling securities and insurance products through a parent broker/dealer infrastructure.
- Edward Jones: Large independent financial advisory franchise with a similarly local-branch, relationship-driven model serving individual investors and families. Directly comparable in target client (retail mass-affluent), product mix (life insurance, mutual funds, retirement planning), and commission/transaction fee revenue model.
- Cambridge Investment Research: Independent broker/dealer supporting thousands of financial advisors who offer retirement planning, insurance, and wealth management to retail clients. Comparable in advisor-support business model, product mix (life insurance, annuities, mutual funds, retirement plans), and reliance on independent contractor advisor relationships.
- Fisher Investments: Independent investment advisory firm serving individual investors with discretionary portfolio management and retirement planning services. Comparable in serving retail mass-affluent clients with a focus on long-term wealth accumulation, though Fisher operates at far greater scale with proprietary technology.
Broad incumbents
- Ameriprise Financial: Diversified financial services firm with a large independent advisor channel offering wealth management, retirement planning, insurance, and annuities to retail clients. Comparable in product breadth and target customer, though operates at significantly greater scale with proprietary technology and national brand.
- Waddell & Reed Financial: Diversified wealth management firm offering investment advisory, retirement planning, and insurance products through an advisor channel serving retail clients. Overlaps with Poulsen Financial in target market and product set, though operates at much larger scale with broader distribution.
- Raymond James Financial: Diversified financial services holding company with an independent contractor advisor channel offering securities, insurance, retirement planning, and wealth management. Overlaps with Poulsen Financial in target market, product suite, and independent advisor business model, but at substantially larger scale.
Emerging players
- SmartAsset: Digital financial advisor matching platform that connects consumers with financial advisors in their area — a comparable go-to-market approach to Poulsen Financial's lead-generation strategy. Represents the digital-native competition that traditional local advisory practices increasingly face.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Poulsen Financial social profiles
Digital presencePoulsen Financial compliance and trust
Trust signalCompliance2 records
Poulsen Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Poulsen Financial leadership team
Management profileNumber of profiles
Profiles3 records
Poulsen Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Poulsen Financial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Poulsen Financial
What does Poulsen Financial do?
Poulsen Financial Group is a private financial advisory firm that delivers comprehensive financial planning across three lifecycle phases — Protection (term life, long-term care, and disability income insurance), Accumulation (mutual funds, annuities, and retirement plans), and Distribution (income strategies). The firm also offers securities through its broker/dealer relationship with GWN Securities, Inc. (Member FINRA/SIPC), supported by a content library of calculators, flipbooks, newsletters, and research articles.
Is Poulsen Financial a public or private company?
Poulsen Financial is a private company. It is classified as family owned and is currently operating.
When was Poulsen Financial founded?
Poulsen Financial was founded in 1989. It employs 1 to 10 people.
Where is Poulsen Financial based?
Poulsen Financial is headquartered in Jacksonville, United States, in the North America region.
How does Poulsen Financial make money?
Two revenue lines are on record. Securities and Investment Products are the primary driver. The others are insurance Products.
Who are Poulsen Financial's main competitors?
Others on record are LPL Financial and Dave Ramsey's SmartVestor. Direct peers are Cetera Financial Group, Edward Jones, Cambridge Investment Research and Fisher Investments. Broad incumbents are Ameriprise Financial, Waddell & Reed Financial and Raymond James Financial. SmartAsset is listed as an emerging player.
Does Poulsen Financial have an API?
No public API is recorded for Poulsen Financial.
What industry is Poulsen Financial in?
Poulsen Financial's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.