Brian
Decker

Decker Retirement Planning Inc

CRD#1503719
Investment Advisor
in Lehi, UT

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About this Advisor

Brian Decker is a financial advisor based in Lehi, Utah, working with Decker Retirement Planning Inc. Brian has previously held positions at Absolute Return Solutions, Inc, Retirement Insurance Solutions, LLC, Retirement Income Solutions, LLC, Decker Retirement Planning Inc, and Absolute Return Insurance Solutions, LLC. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Idaho, Nevada, Texas, Utah, and Washington. Currently, Brian is part of Decker Retirement Planning Inc, which operates out of Lehi, Utah. The firm has 6 offices and 21 employees. The firm manages assets totaling $213.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. The fee structure at Decker Retirement Planning Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2889 W Ashton Blvd. Suite 125
Lehi, UT 84043

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Decker Retirement Planning Inc Brokerage Details

Total Assets Under Management

$213,562,459

UT Average: $693,624,108
Total Number of Employees

21

UT Average: 12
Total Number of Accounts

2,317

UT Average: 1,115
Average Account Size

$92,172

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters

Brian Decker Work History

2016 - Present (8 years)

Decker Retirement Planning Inc

2013 - 2016 (3 years)

Absolute Return Insurance Solutions, LLC

2009 - 2016 (7 years)

Retirement Insurance Solutions, LLC

2009 - 2016 (7 years)

Retirement Income Solutions, LLC

2007 - 2016 (9 years)

Absolute Return Solutions, Inc

Disclosures

Please visit the SEC profile of Brian 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 Decker Retirement Planning Inc

Arrin Wray
Lehi, UT
Bradley Geddes
Salt Lake City, UT
Scott Boyce
Lehi, UT
Joshua Hunsaker
Lehi, UT
Marcus Knauss
Bellevue, WA
Chad Poulson
Lehi, UT
Clayton Bradshaw
Salt Lake City, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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