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Michelle Lee Decker

Stoker Ostler, A Part OF BMO Financial Group

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About Michelle Lee Decker

Michelle Decker is an investment advisor representative with Stoker Ostler, a Part of BMO Financial Group, in Scottsdale, AZ. Michelle Decker has been working in the financial services industry since February 1998. Michelle Decker is a Certified Financial Planner and holds a Series 65 license. Michelle Decker specializes in retirement planning, college savings and estate planning. Michelle Decker has worked at Stoker Ostler, a Part of BMO Financial Group since February 1998. Stoker Ostler, a Part of BMO Financial Group is an investment advisor registered with the SEC. The firm offers a wide range of financial services, including financial planning, investment management and retirement planning. The firm's clients include high net worth individuals, charitable organizations and individuals other than high net worth individuals. Stoker Ostler, a Part of BMO Financial Group has approximately $2,556,150,742 in regulatory assets under management. Michelle Decker is dedicated to providing her clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Michelle Decker is currently registered with Stoker Ostler, A Part OF BMO Financial Group. Stoker Ostler is a wealth management firm based in Scottsdale, Arizona, that provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm is a part of BMO Financial Group and has over 9 investment adviser representatives. They manage over $2.5 billion in regulatory assets under management.
Stoker Ostler, A Part OF BMO Financial Group

4900 N. SCOTTSDALE ROAD

SCOTTSDALE, AZ 85251

$2.56B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michelle Decker’s Registration & Firm History

AZ

10/24/2001 - Present

Stoker Ostler, A Part OF BMO Financial Group (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 07/19/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle Lee Decker.
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