Kelsey
Curtis
Decker Retirement Planning Inc
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About this Advisor
Kelsey Curtis is a financial advisor based in Bellevue, Washington with 1 year of relevant experience. Curtis currently works for Decker Retirement Planning Inc. Throughout their career, they have worked at Hope Christian School, Cedar Park Christian School, Thrivent Investment Management Inc, Thrivent Financial, Bellevue Christian School, Key Bank, Key Investment Serviecs, Lpl Financial, LLC, Triad Investment Management, Merit Financial Group, LLC and Decker Retirement Planning Inc. Curtis holds Series 63 and Series 66 licenses, certifying them as a securities representative, and can operate in Utah and Washington. Decker Retirement Planning Inc is an advisory company based out of Lehi, UT. It has offices in seven locations and a total of 19 financial advisors. It oversees $118 million in assets under management among its 1,105 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,105 accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Fees charged by financial advisors typically vary depending on the services offered. Fee types charged by Decker Retirement Planning Inc most likely consist of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Decker Retirement Planning Inc Brokerage Details
$117,529,611
19
1,105
$106,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Kelsey Curtis Work History
Kelsey has been registered as a financial advisor for 1 years.*
Decker Retirement Planning Inc
Triad Investment Management
Merit Financial Group, LLC
Key Bank
Key Investment Serviecs
Lpl Financial, LLC
Triad Investment Management
Thrivent Investment Management Inc
Bellevue Christian School
Thrivent Financial
Thrivent Investment Management Inc
Thrivent Financial
Cedar Park Christian School
Hope Christian School
*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 Kelsey Curtis 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
Salt Lake City, UT
Lehi, UT
Lehi, UT
Lehi, UT
Bellevue, WA
Lehi, UT
Renton, WA
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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