Marcus D. Knauss
DECKER RETIREMENT PLANNING
Bellevue, WA 98004
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CRD#: 6148671
Professional summary
Marcus D Knauss, CFP®, who also goes by Marc D Knauss, is a registered financial advisor currently at DECKER RETIREMENT PLANNING INC. located in Bellevue, Washington.
Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Marcus has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marc D Knauss
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.
(1) COMPREHENSIVE WEALTH MANAGEMENT POSITION: Employee NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 12/17/2012 ADDRESS: 3500-188th Street Sw, Suite 102, Lynnwood WA 98037, United States DESCRIPTION: IAR at SEC registered investment advisor. (2) UNIVERSITY OF WASHINGTON BOTHELL SCHOOL OF BUSINESS ALUMNI BOARD POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2020 ADDRESS: 21924 3rd Ave. SE, Bothell WA 98021, United States DESCRIPTION: BOARD MEMBER FOR UNIVERSITY OF WASHINGTON BOTHELL SCHOOL OF BUSINESS ALUMNI BOARD (3) ASSOCIATION OF FINANCIAL EDUCATORS (AFE) POSITION: Volunteer NATURE: Teaching/Coaching INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 02/28/2023 ADDRESS: Lynnwood WA, United States DESCRIPTION: Hosting free workshops on financial topics.
CRS (Client Relationship Summary) - RIA
Click below to view Marcus D Knauss'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®
CFP®
Start date: 2022
Experience
Current
October 19, 2023 - Present
DECKER RETIREMENT PLANNING INC.
Office #1: 10900ne 4th St Suite 2300, Bellevue, WA 98004RIA
CRD#: 284281
Bellevue, WA
Past
July 5, 2023 - August 23, 2023
JOSLIN CAPITAL ADVISORS LLC
RIA
CRD#: 288285
REDMOND, WA
Past
September 10, 2020 - July 5, 2023
COMPREHENSIVE WEALTH MANAGEMENT
RIA
CRD#: 116958
Lynnwood, WA
Past
December 8, 2014 - September 10, 2020
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 7717
LYNNWOOD, WA
Past
February 18, 2014 - May 4, 2023
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
LYNNWOOD, WA
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".
DR
DECKER RETIREMENT PLANNING INC.
DECKER RETIREMENT PLANNING INC.
CRD#: 284281 / SEC#: 801-120733
RIA
Registered Investment Advisory firm - (4/7/2021 Approved)California
Registered Investment Advisory firm - (6/17/2021 Terminated)Idaho
Registered Investment Advisory firm - (4/14/2021 Terminated)Nevada
Registered Investment Advisory firm - (6/9/2021 Terminated)Texas
Registered Investment Advisory firm - (4/14/2021 Terminated)Utah
Registered Investment Advisory firm - (4/14/2021 Terminated)Washington
Registered Investment Advisory firm - (5/14/2021 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
Washington(10/19/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
DR
DECKER RETIREMENT PLANNING INC.
DECKER RETIREMENT PLANNING INC.
CRD#: 284281 / SEC#: 801-120733
RIA
Registered Investment Advisory firm - (4/7/2021 Approved)California
Registered Investment Advisory firm - (6/17/2021 Terminated)Idaho
Registered Investment Advisory firm - (4/14/2021 Terminated)Nevada
Registered Investment Advisory firm - (6/9/2021 Terminated)Texas
Registered Investment Advisory firm - (4/14/2021 Terminated)Utah
Registered Investment Advisory firm - (4/14/2021 Terminated)Washington
Registered Investment Advisory firm - (5/14/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2889 W Ashton Blvd. Suite 125, Lehi, UT 84043
Mailing Address
Phone number
(855) 425-4566
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,461 |
| AUM (Assets Under Management) | $ 285,093,119 |
Red Flags
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