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Rodney Decker

Advisor at Cambridge Investment Research Advisors

Updated today

Location

State Center, IA

Credentials

CFP®, Series 63, Series 65

Industry experience

29 years

About

Rodney Decker is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has prior experience at Northwestern Mutual Wealth Management, Farm Bureau Financial Services, and JP Morgan Chase. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a network of independent professionals and multiple account platforms.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

State Center, IA

Most active in

Iowa

Work history

Cambridge Investment Research, Inc.

2024 - Present (2 years)

Cambridge Investment Research, Inc.

2024 - Present (2 years)

Cambridge Investment Research Advisors

2024 - Present (2 years)

Northwestern Mutual Wealth Management

2021 - 2023 (2 years)

Northwestern Mutual Investment Services LLC

2021 - 2023 (2 years)

Michael McVicker

2021 - Present (5 years)

Michael Vicker

2021 - 2021 (1 year)

JD Mellberg Financial

2021 - 2021 (1 year)

Unemployed

2021 - 2021 (1 year)

Farm Bureau Financial Services

2019 - 2021 (2 years)

VALIC Financial Advisors Inc

2018 - 2019 (1 year)

Unemployed

2018 - 2018 (1 year)

Fifth Third Securities

2016 - 2018 (2 years)

JP Morgan Chase

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

Marshalltown, IA

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CFP®, Series 66

Nevada, IA

Edward Jones

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Marshalltown, IA

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Retirement income strategy General retirement planning Retirement withdrawal strategies Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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