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Garren Decker

28 Years of Experience
Ogden, UT
1 DisclosureBrokerSells Insurance

Garren Decker is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Ogden, UT, with 28 years of industry experience. Garren is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
20,230 clients
Average Client Portfolio
$665K average
Assets Under Management
$13.5B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.

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

2225 Washington Blvd, Ste 230, Ogden, UT, 84401

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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
January 2014
Denied
Other Business ActivitiesSells Insurance

Garren is a partner at Catalyst Retirement Solutions, spending nearly full-time meeting with clients and providing financial planning. He also owns Garren Decker Catalyst Advisors Inc. for tax purposes (minimal time) and HomeSmiles, a home inspection business (about 10-20% of his time).

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
August 2023 - Present · 3 yrs 2 mos
Kestra Investment Services, LLCBroker
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Edward Jones
January 2010 - August 2023 · 13 yrs 7 mos
Edward JonesBroker
January 2010 - August 2023 · 13 yrs 7 mos
Wma Securities, INC.Broker
April 2001 - October 2001 · 6 mos
Wma Securities, INC.Broker
June 1994 - February 2001 · 6 yrs 8 mos
Intersecurities, INC.Broker
October 1993 - June 1994 · 8 mos
Richards InvestmentsBroker
July 1989 - October 1993 · 4 yrs 3 mos
State Registrations9 states
AKAZMTNVNYTXUTWAWY
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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Garren Decker - Financial Advisor | TrueAdvisor