Neil Decker

Financial Consultant

neil.decker@ap-fin.com

608-828-3701


Neil is one of the day-to-day contacts for question and concerns with retirement plans and individual retirement accounts. He works closely with plan sponsors and individuals, guiding them with support for their retirement plan decisions and individual investments as needed. This includes strategic employee education, developing a customized retirement plan, and assisting clients to and through retirement with their investment and income needs.

 

Background:

Neil has worked in the industry since 2018. He worked in the individual financial planning space as well as education and consultation for retirement plans creating custom plans for individuals making sure they can approach and then retire with confidence.

 

Education:

Neil graduated with a degree in Personal Finance and Financial planning from the University of Wisconsin Madison in 2017. He has his series 7 and 66 licenses. He also went on to get his CFP® designation so he could further help people plan for their financial futures. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Share by: