Adam
Decker
Avantax Planning Partners, Inc
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About this Advisor
Adam Decker is a financial advisor based in Indianapolis, Indiana who has 7 years of industry experience. Decker currently works for Avantax Planning Partners, Inc. Their career trajectory has included roles at Veros Partners, Inc and Trueblaze, LLC. Decker maintains a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Indiana. Avantax Planning Partners, Inc is a registered investment business that has its headquarters in Dubuque, IA. The company has offices in 89 locations and a total of 239 financial advisors. It administers $6 billion in assets between its 11,570 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 123 charities and foundations. Of its 11,570 customer accounts, just 11% belong to high-net-worth individuals who have greater than $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually depend on which service is provided. Fee types charged by Avantax Planning Partners, Inc most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Planning Partners, Inc Brokerage Details
$5,456,488,469
239
11,570
$471,607
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Adam Decker Work History
Adam has been registered as a financial advisor for 7 years.*
Trueblaze, LLC
Veros Partners, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Decker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Planning Partners, Inc
Bismarck, ND
Dubuque, IA
Dubuque, IA
Dubuque, IA
Indianapolis, IN
Mount Vernon, IN
Madison, WI
Dubuque, IA
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