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Joshua Ryan Decker

Advisor at Great Valley Advisor Group, LLC — Burnsville, MN

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

26 years

Location

Burnsville, MN 55306

Great Valley Advisor Group, LLC logo

Great Valley Advisor Group, LLC

Multi-team

Total advisors

189

Across 77 offices

Clients per advisor

195 Very High

Avg AUM per client

$251,332 Very Low

HNW client ratio

5% Very Low

About

Joshua Decker is a CFP®-designated financial advisor with 26 years of industry experience. He is currently affiliated with Great Valley Advisor Group, LLC and previously worked at LPL Financial, Advanced Advisor Group, and Educators Financial Services. He owns EDUCATORS LIFETIME SOLUTION, a business unrelated to investment advisory. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Client services

Based on Great Valley Advisor Group, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Consulting services

Expertise

Based on Great Valley Advisor Group, LLC

Retirement income strategy Business exit / sale strategy Tax strategies for small businesses

Occupation focus

Based on Great Valley Advisor Group, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning initial fixed fees up to $16,000 (negotiable); fixed fees for specific consulting services negotiated case-by-case.

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.05% $1,000,000 - $3,000,000: 0.85% $3,000,001+: Negotiable

Commissions

Commissions may be earned by IARs from sale of securities and insurance products; GVA may reduce advisory fees by amount of commissions earned by IARs.

Subscriptions

Ongoing financial planning fees negotiable, typically up to $2,500 per year, payable monthly, quarterly, bi-annually, or annually.

Location

See office

Burnsville, MN

768 Southcross Drive W

Burnsville MN 55306

Advisors at this office

3

Most active in

Minnesota

Work history

26 years of industry experience

LPL Financial

2024 - Present • 2 years

Burnsville, MN

Advanced Advisor Group

2006 - 2024 • 18 years

Cambridge, MN

Educators Financial Services

2000 - 2024 • 24 years

Cambridge, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Adam D

CFP®

Lakeville, MN

PairOne Private Wealth

Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.

Retirement income strategy General tax planning General retirement planning Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Sales Professional Professional Athlete Retired Christian Faith Based

Michael B

CFP®, Series 66

Eagan, MN

LPL Financial

Michael Bins is a CFP® professional currently affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Approaching retirement Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Retired Career Changers
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Aimee H

CFP®, Series 63

Edina, MN

The Hatlestad Group

Aimee Hatlestad is a CFP® with 12 years of industry experience and is the principal advisor at The Hatlestad Group. She previously worked at Bond & Devick Wealth Partners and Bgm Trunorth Wealth Partners, Llc. She serves as Treasurer for the Ripley Memorial Foundation, a nonprofit organization. The Hatlestad Group provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional and fiduciary entities. The firm employs a variety of analytical methods to tailor portfolios to client objectives and risk tolerance, offering both discretionary and non-discretionary services.

Debt management Cash flow / budgeting Equity compensation tax strategy
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Bradley H

Series 65, Series 63

Savage, MN

Sword and Shield Solutions LLC

Bradley Hesselberg is an investment advisor with Sword and Shield Solutions LLC in Savage, MN, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked with Gradient Investments, LLC and Gradient Wealth Management, among other firms. Outside of advisory services, he is a licensed insurance agent. Sword and Shield Solutions is a single-advisor independent firm offering non-discretionary asset management and financial planning services. The firm employs client-approved strategies including fundamental, technical, charting, and cyclical analysis, and may recommend and monitor third-party managers for portions of client portfolios.

General retirement planning Income planning Tax strategies for small businesses Active portfolio management
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Joseph D

Series 66

Eden Prairie, MN

Trustmerit Capital

Joseph De Ziel is a financial advisor at TrustMerit Capital with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Ameriprise Financial Services. De Ziel has managed his own firm, TrustMerit Capital, since 2021. TrustMerit Capital provides discretionary portfolio management primarily for individual and high-net-worth clients, creating tailored Investment Policy Statements based on clients’ income, tax considerations, time horizons, and risk tolerance. The firm uses a blend of fundamental, quantitative, and technical analysis along with modern portfolio theory to guide long-term allocation decisions and implements portfolios under discretionary authority.

Wealth management Passive / index investing
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Kevin B

Series 66

Bloomington, MN

KMB Wealth Management, LLC

Kevin Boyd is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at UBS Financial Services, Inc. for 10 years before founding KMB Wealth Management, LLC in 2020. The firm provides investment advisory services to individuals, high-net-worth individuals, and small businesses through a wrap fee investment program that combines financial planning, portfolio management, and brokerage transactional services. KMB Wealth Management employs a Core + Satellite investment approach, blending indexed funds with actively managed positions, and integrates comprehensive financial planning tailored to client objectives.

Cash flow / budgeting Debt management Retirement withdrawal strategies College savings (529s, UTMA, etc.) Divorce financial planning
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