Clayton
Bradshaw

Decker Retirement Planning Inc

CRD#6791138
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Clayton Bradshaw is a financial advisor based in Salt Lake City, Utah, working with Decker Retirement Planning Inc. Clayton has previously held positions at Decker Retirement Planning Inc and Craig Swapp & Associates. Clayton has passed the Series 65 regulatory exam and is registered to provide services in Utah and Washington. Currently, Clayton is part of Decker Retirement Planning Inc, which operates out of Salt Lake City, 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 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

299 South Main, Suite 1300
Salt Lake City, UT 84111

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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

Clayton Bradshaw Work History

2017 - Present (7 years)

Decker Retirement Planning Inc

2010 - 2017 (7 years)

Craig Swapp & Associates

Disclosures

Please visit the SEC profile of Clayton Bradshaw 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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