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 working out of Lehi, Utah who has 7 years of relevant experience. Decker currently works for Decker Retirement Planning Inc. Over the course of their career, they have held roles at Absolute Return Solutions, Inc, Retirement Insurance Solutions, LLC, Retirement Income Solutions, LLC, Free From Diabetes Institute, Decker Retirement Planning Inc and Absolute Return Insurance Solutions, LLC. Decker holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California, Idaho, Nevada, Texas, Utah and Washington. Decker Retirement Planning Inc is a registered investment company that has its headquarters in Lehi, UT. The firm has offices in seven locations and a total of 19 financial advisors. It has $118 million in total assets across its 1,105 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,105 customer accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets. The business performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. A financial advisor's fees are based on the type of financial services provided. However, fees charged by Decker Retirement Planning Inc can be comprised of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

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

$117,529,611

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

19

UT Average: 12
Total Number of Accounts

1,105

UT Average: 1,115
Average Account Size

$106,362

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

Brian has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Decker Retirement Planning Inc

2013 - 2016 (3 years)

Absolute Return Insurance Solutions, LLC

2011 - 2013 (2 years)

Free From Diabetes Institute

2009 - 2016 (7 years)

Retirement Insurance Solutions, LLC

2009 - 2016 (7 years)

Retirement Income Solutions, LLC

2007 - 2016 (9 years)

Absolute Return Solutions, 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 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

Bradley Geddes
Salt Lake City, UT
Arrin Wray
Lehi, UT
Kelsey Curtis
Bellevue, WA
Scott Boyce
Lehi, UT
Neil Fenning
Renton, WA
Joshua Hunsaker
Lehi, UT
Clayton Bradshaw
Salt Lake City, UT

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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