AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
Bryce Decker

Bryce Decker

KESTRA PRIVATE WEALTH SERVICES
Ogden, UT
·CRD# 7009676·8 years experience

Professional Summary

Bryce Decker is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Ogden, Utah and KESTRA INVESTMENT SERVICES, LLC located in Ogden, Utah. Bryce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Bryce has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Kyle Kaleiluakiliopu Fukuchi
Farmington, UT · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Farmington, UT · CRD#

Contact Information

Direct

(xxx) xxx-xxxx

Website

xxxxxxxxxx.xxx

Similar Advisors

Farmington, UT · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Farmington, UT · CRD#

Years of Experience

8 years in the financial services industry

Current & Past Employments

KESTRA PRIVATE WEALTH SERVICES, LLC·CRD# 155193
RIA
2225 Washington Blvd Suite 230, Ogden, UT 84401
August 9, 2023 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
2225 Washington Blvd Suite 230, Ogden, UT 84401
August 9, 2023 - Present
EDWARD JONES·CRD# 250
RIA
Pleasant View, UT
April 22, 2020 - August 14, 2023
EDWARD JONES·CRD# 250
BD
Pleasant View, UT
April 20, 2020 - August 14, 2023
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Salt Lake City, UT
November 9, 2018 - April 21, 2020
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Salt Lake City, UT
October 12, 2018 - April 21, 2020

Similar Advisors

Farmington, UT · CRD#

Current Firm

KP
KESTRA PRIVATE WEALTH SERVICES, LLC

1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT

CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - SEC (11/22/2010 Approved)

Contact Information

Main Address

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

211

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA PRIVATE WEALTH SERVICES, LLC ADVISORENTERPRISE WRAP FEE BROCHURE (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

33,333

AUM (Assets Under Management)

$13,452,224,033

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025Cover PageReport
12/23/2024Cover PageReport
10/20/2023Cover PageReport

Similar Advisors

Farmington, UT · CRD#

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.

CATALYST RETIREMENT SOLUTIONS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/09/2023 ADDRESS: 372 E 24th St, 3rd Floor, Ogden UT 84401, United States DESCRIPTION: Assessing Financial Situation to evaluate a client's financial status, including their income, expenses, assets and liabilities. Providing Personalized Advice based on the client's financial situation, goals, and risk tolerance. Developing Financial Plans to outline strategies to help clients achieve their financial objectives. Investment Management to assist clients with managing their investments. Risk Assessment and Management of client's risk tolerance and help them understand the risks associated with different financial decisions. Educating Clients about financial concepts, investment options, and market trends. Monitoring and Reviewing Financial Situation and Progress towards client goals. Compliance and Ethics to adhere to regulatory requirements and ethical standards. Continuing Education to stay updated with industry trends, regulations, and financial products through ongoing professional development. Busi Name: BRYCE DECKER CATALYST RETIREMENT SOLUTIONS POSITION: Owner/CEO NATURE: Tax Entity INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2023 ADDRESS: 2225 Washington Blvd, Suite 230, Ogden UT 84401 DESCRIPTION: Entity is set up toreceive revenue and complete taxes.

Similar Advisors

Farmington, UT · CRD#

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".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC

1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT

CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - SEC (11/22/2010 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alaska
(6/27/2024)
RR
Arizona
(8/9/2023)
RR
California
(8/9/2023)
RR
Montana
(8/29/2023)
RR
Nevada
(3/6/2026)
RR
New York
(3/6/2026)
RR
South Carolina
(10/1/2026)
RR
Texas
(8/9/2023)
IAR
Texas
(8/9/2023)
RR
Utah
(8/9/2023)
IAR
Utah
(8/15/2023)
RR
Washington
(3/6/2026)
RR
Wyoming
(8/9/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2018About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2018About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

Farmington, UT · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Decker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Farmington, UT · CRD#
Bryce Decker
Follow Bryce
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required