KD
KD

Kurt Decker

24 Years of Experience
Newburgh, IN
1 DisclosureBroker

Kurt Decker is a registered investment advisor at Ameriprise Financial Services, LLC, based in Newburgh, IN, with 24 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

8266 Bell Oaks Dr, Newburgh, IN, 47630-2588

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.
Financial
July 2016
Final
Other Business Activities

Kurt operates under the DBA Heritage Investments for his LPL business. This activity is investment-related and takes nearly a full-time commitment.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
December 2025 - Present · 7 mos
Ameriprise Financial Services, LLC
December 2025 - Present · 7 mos
Previous Registrations
LPL Financial LLCBroker
May 2022 - December 2025 · 3 yrs 7 mos
LPL Financial LLC
May 2022 - December 2025 · 3 yrs 7 mos
CUNA Brokerage Services, INC.
March 2016 - May 2022 · 6 yrs 2 mos
CUNA Brokerage Services, INC.Broker
March 2016 - May 2022 · 6 yrs 2 mos
Fifth Third Securities, INC.
January 2013 - December 2015 · 2 yrs 11 mos
Fifth Third Securities, INC.Broker
January 2013 - December 2015 · 2 yrs 11 mos
Scottrade, INC.Broker
August 2012 - January 2013 · 5 mos
LPL Financial LLC
September 2010 - December 2011 · 1 yr 3 mos
LPL Financial LLCBroker
September 2010 - December 2011 · 1 yr 3 mos
Fifth Third Securities, INC.
October 2006 - August 2010 · 3 yrs 10 mos
Fifth Third Securities, INC.Broker
August 2006 - August 2010 · 4 yrs
Onb Investment Services,inc.
June 2003 - July 2005 · 2 yrs 1 mo
Onb Investment Services, INC.Broker
May 2003 - July 2005 · 2 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
January 1998 - May 2001 · 3 yrs 4 mos
State Registrations18 states
ALAZCACOFLGAILINKSKYMINCOHORSCTNTXVA
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.
Kurt Decker - Financial Advisor | TrueAdvisor