WD
WD

Wanda Decker

37 Years of Experience
Orlando, FL
1 DisclosureBroker

Wanda Decker is a registered investment advisor at Ameriprise Financial Services, LLC, based in Orlando, FL, with 37 years of industry experience. Wanda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

300 S Orange Ave, Ste 750, Orlando, FL, 32801-3347

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2004
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2013 - Present · 12 yrs 10 mos
Ameriprise Financial Services, LLCBroker
December 2013 - Present · 12 yrs 10 mos
Ameriprise Financial Services, LLC
December 2013 - Present · 12 yrs 10 mos
Previous Registrations
Raymond James & Associates, INC.Broker
February 2013 - December 2013 · 10 mos
Raymond James & Associates, INC.
February 2013 - December 2013 · 10 mos
Morgan Keegan & Company, INC.
February 2007 - February 2013 · 6 yrs
Morgan Keegan & Company, INC.Broker
February 2007 - February 2013 · 6 yrs
Amsouth Investment Management Company LLC
July 2003 - February 2007 · 3 yrs 7 mos
Amsouth Investment Services, INC.
February 2003 - August 2003 · 6 mos
Amsouth Investment Services, INC.Broker
February 1996 - February 2007 · 11 yrs
Laughlin Group Advisors, INC.Broker
August 1995 - January 1996 · 5 mos
MML Investors Services, INC.Broker
August 1988 - July 1995 · 6 yrs 11 mos
State Registrations17 states
CACTFLGAILINLAMAMDMONCNHNJNYPATNWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Wanda Decker - Financial Advisor | TrueAdvisor