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Clayton W. Bradshaw

Decker Retirement Planning Inc.

Salt Lake City, UT

Lehi, UT

CRD 6791138

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Employer firm

Decker Retirement Planning Inc. CRD 284281

$360M regulatory AUM 80 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Decker Retirement Planning Inc.

2889 W Ashton Blvd. Suite 125, Lehi, UT 84048 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2017-10-04
UT RA APPROVED 2017-06-07
  • WA RA
    APPROVED
    Since 2017-10-04
  • UT RA
    APPROVED
    Since 2017-06-07

Branch Locations

299 South Main, Suite 1300, Salt Lake City, UT 84111 • United States

2889 W Ashton Blvd. Suite 125, Lehi, UT 84048 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Decker Retirement Planning Inc Lehi UT 03/2017 Present
Craig Swapp & Associates Sandy UT 12/2010 03/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-06
  • S65 Uniform Investment Adviser Law Examination
    2017-06-06

View on SEC IAPD

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Nearby Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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