Michael
Schwartz
Decker Retirement Planning Inc
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About this Advisor
Michael Schwartz is a financial advisor based in Renton, Washington, working with Decker Retirement Planning Inc. Michael has previously held positions at Bellevue College, Western Washington University, Financial Life Advisor, Sagicor Financial Company, Centaurus Financial Inc, Becu, Michaels Nanny Service, Student, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, and Decker Retirement Planning. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah and Washington. Currently, Michael is part of Decker Retirement Planning Inc, which operates out of Renton, Washington. 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
Services Offered
Fee Structure
Office Location
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Decker Retirement Planning Inc Brokerage Details
$213,562,459
21
2,317
$92,172
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Michael Schwartz Work History
Decker Retirement Planning
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Becu
Centaurus Financial Inc
Sagicor Financial Company
Financial Life Advisor
Western Washington University
Student
Michaels Nanny Service
Bellevue College
Disclosures
Please visit the SEC profile of Michael Schwartz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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