ND
CFP
ND
CFP

Neil Decker

6 Years of Experience
Middleton, WI
Broker

Neil Decker is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in Middleton, WI, with 6 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2501 Parmenter St.,Suite 200B, Middleton, WI, 53562

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Neil operates under Assured Partners Financial Advisors as a DBA for his LPL business. He also provides investment advisory services through Global Retirement Partners, an independent RIA, dedicating full-time hours to both activities.

Employment History
Current Registrations
Global Retirement Partners LLC
July 2024 - Present · 1 yr 10 mos
LPL Financial LLCBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - July 2024 · 1 yr 1 mo
Cetera Advisor Networks LLCBroker
January 2022 - July 2024 · 2 yrs 6 mos
Cetera Advisor Networks LLC
January 2022 - June 2023 · 1 yr 5 mos
Edward JonesBroker
March 2020 - February 2021 · 11 mos
Edward Jones
March 2020 - February 2021 · 11 mos
Ameriprise Financial Services, INC.
September 2018 - December 2019 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
March 2018 - December 2019 · 1 yr 9 mos
State Registrations1 state
WI
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.
Neil Decker - Financial Advisor | TrueAdvisor