AD
CFP
AD
CFP

Adam James Dekker

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

2705 S. Alma School Road, Suite 2, Chandler, AZ, 85286

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is an independent licensed insurance agent selling insurance through Meredith Dekker Financial Services LLC since 2013, dedicating a few hours per week. He is also an IAR/Chief Compliance Officer and provides tax preparation, accounting services, and divorce-related consulting through Meredith Dekker Financial Services, LLC, spending a few hours per week on these activities.

Employment History
Current Registrations
Silver Oak Securities, INC.
June 2021 - Present · 4 yrs 8 mos
Meredith Dekker Financial Services, LLC
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Sutterfield Financial Group, INC.
December 2014 - May 2019 · 4 yrs 5 mos
State Registrations2 states
AZCA
Advisor
Exams
No exam information available for this advisor.