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Samuel Dechtman

Dechtman Wealth Management

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About Samuel Dechtman

Samuel Dechtman is an Investment Advisor Representative at Dechtman Wealth Management. Samuel is a Certified Financial Planner and has been working in the financial industry since 2013. Samuel has experience in the investment industry serving individual clients as well as those needing assistance with business and charitable organizations. Samuel's background includes time at both Nuveen Securities, LLC, and Securities America, Inc. The firm provides financial planning services, manages investment portfolios, and provides advisory services to individuals, businesses, and charitable organizations. The firm's main office is located in Centennial, Colorado.

Firm Information

Samuel Dechtman is currently registered with Dechtman Wealth Management. Dechtman Wealth Management is a registered investment advisor located in Centennial, Colorado. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. They manage over $650 million in assets for approximately 2,163 accounts, including clients in various sectors such as high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth.
Dechtman Wealth Management

7807 E PEAKVIEW AVENUE

CENTENNIAL, CO 80111

$650.98M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Samuel Dechtman’s Registration & Firm History

CO

05/20/2021 - Present

Dechtman Wealth Management (CENTENNIAL CO)

CO

07/05/2017 - 02/28/2022

SECURITIES AMERICA, INC. (CENTENNIAL CO)

IL

06/19/2014 - 05/23/2017

NUVEEN SECURITIES, LLC (CHICAGO IL)

CO

08/16/2013 - 07/08/2014

SECURITIES AMERICA, INC. (CENTENNIAL CO)

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Licenses & Designations

BOTH

Issued 08/14/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Dechtman.
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