Unclaimed
Neil Decker is a financial advisor registered with the state of Wisconsin. Neil has been in the industry since August 2019 and is currently registered with Global Retirement Partners LLC. Previously, Neil worked at CETERA ADVISOR NETWORKS LLC, EDWARD JONES, and Amerprise Financial Services, Inc.. Neil is also a Certified Financial Planner. Neil holds Series 66, SIE, and Series 7 securities licenses. Neil specializes in retirement planning, financial planning, college savings, and estate planning. Neil is affiliated with the following organizations: Global Retirement Partners, LLC, Assured Partners Financial Advisors, and LPL Financial LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
07/29/2024 - Present
Global Retirement Partners LLC (Middleton WI)
WI
01/31/2022 - 07/03/2024
CETERA ADVISOR NETWORKS LLC (BROOKFIELD WI)
WI
03/30/2020 - 02/02/2021
EDWARD JONES (MADISON WI)
MN
03/22/2018 - 12/03/2019
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 08/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Neil Decker is the right advisor for you? Invested Better is here to help.