Michael Bishop Schwartz
Investment adviser representative at Decker Retirement Planning Inc.
11 yearsExperience
2 statesRegistered in
$359.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Decker Retirement Planning Inc.Jan 2024 to now
- Northwestern Mutual Investment Services LLCOct 2023 to Feb 2024
- Northwestern Mutual Life Insurance CompanySep 2023 to Feb 2024
- BecuApr 2023 to Sep 2023
- UnemployedDec 2022 to Apr 2023
- Centaurus Financial IncOct 2020 to Dec 2022
- Sagicor Financial CompanyApr 2018 to Sep 2019
- Financial Life AdvisorAug 2017 to Oct 2022
- StudentAug 2015 to Aug 2017
- Western Washington UniversityJul 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (UT, WA).
Decker Retirement Planning Inc.
$359.9MAssets managed
774Clients
10Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6690653
- Firm CRD
- 284281