Waypoint Wealth Management


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Mikel Poulsen


Mikel Poulsen
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Mikel's first taste of investing came when he was a young boy. He has his mother to thank as she “made him” put money away from a paper route and a lawn mowing business. Later in high school, Mikel expanded his interest in the industry and shadowed his cousin in his investment office, learning the basics of money management. He is now honored and pleased to be working so closely with family.

After high school, Mikel attended Ricks College (now BYU-Idaho) utilizing his expertise as a jazz drummer to earn several scholarships. While his drumming helped make college possible, he took advantage of the opportunity by completing his Bachelor of Science degree in Finance with minor in jazz drumming. Mikel did take leave from school for two years to serve as a missionary for his church in Japan. This spiritual and cultural experience has given Mikel experience that cannot be replicated elsewhere.

Mikel is originally from the Olympic Peninsula. However, he now calls Wenatchee home and takes full advantage of the fabulous climate and weather. Mikel and his wife, Marci, have three beautiful daughters that make their parents proud.

Additional information about this advisor:
Professional Designations:
    AIF® - Accredited Investment Fiduciary
Industry Qualification Exams:
    FINRA Series 7 - General Securities Representative
    FINRA Series 66 - Uniform Securities Agent/Investment Advisor State Law

Office and Contact Information:

Waypoint Wealth Management
517 N Mission Ave, Ste A
Wenatchee, WA 98801

509-665-9796, phone
509-662-9797, fax
E-mail This Advisor, e-mail

Administrators at this location:
Debra King E-mail This Administrator


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