Timothy J. Decker
GREENSPRING ADVISORS
Lancaster, PA 17601
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CRD#: 1911586
Professional summary
Timothy Jay Decker, AIF® is a registered financial advisor currently at GREENSPRING ADVISORS, LLC located in Lancaster, Pennsylvania.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Timothy has worked at 5 firms and has passed the Series 65, Series 63, Series 22, Series 6 and Series 26 exams.
Core Areas of Focus
Estate & Generational Planning Issues
High Net Worth Client Needs
Hourly
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules
Question & Answer
What are your service offerings?
Tim Decker, president of ISI F...
Tim is proud to be a fee-only ...
Tim also holds the designation...
Tim is a consumer advocate and...
His book, "The Sleep-Well-At-N...
Tim is frequently a source for...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Jay Decker's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 19, 2022 - Present
GREENSPRING ADVISORS, LLC
Office #1: 300 Granite Run Drive Suite 300, Lancaster, PA 17601RIA
CRD#: 132669
Lancaster, PA
Past
October 28, 1996 - September 15, 2022
ISI FINANCIAL GROUP INC
RIA
CRD#: 107356
LANCASTER, PA
Past
August 17, 1995 - July 28, 2000
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
WALTHAM, MA
Past
March 25, 1991 - August 8, 1995
BUCKHEAD FINANCIAL CORPORATION
BD
CRD#: 18398
Past
April 6, 1989 - April 1, 1991
HACKETT ASSOCIATES, INC.
BD
CRD#: 2106
WYOMISSING, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GREENSPRING ADVISORS, LLC
GREENSPRING ADVISORS | JP COLLINS AND ASSOCIATES, INC. | J.P. COLLINS AND ASSOCIATES, INC. | ISI FINANCIAL GROUP INC. | GREENSPRING WEALTH MANAGEMENT, INC. | GREENSPRING ADVISORS, LLC
CRD#: 132669 / SEC#: 801-67570
RIA
Registered Investment Advisory firm - (2/22/2007 Approved)Maryland
Registered Investment Advisory firm - (3/22/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/23/2007 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(9/19/2022)
IAR
Texas(4/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
GREENSPRING ADVISORS, LLC
GREENSPRING ADVISORS | JP COLLINS AND ASSOCIATES, INC. | J.P. COLLINS AND ASSOCIATES, INC. | ISI FINANCIAL GROUP INC. | GREENSPRING WEALTH MANAGEMENT, INC. | GREENSPRING ADVISORS, LLC
CRD#: 132669 / SEC#: 801-67570
RIA
Registered Investment Advisory firm - (2/22/2007 Approved)Maryland
Registered Investment Advisory firm - (3/22/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/23/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One West Pennsylvania Avenue Suite 500, Towson, MD 21204
Mailing Address
Phone number
(443) 564-4600
Established
Firm type
Fiscal year end
# of Employees
68
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,764 |
| AUM (Assets Under Management) | $ 3,775,318,486 |
Red Flags
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Company Information
GREENSPRING ADVISORS, LLC
CRD#: 132669Lancaster, PA 17601TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
