Unclaimed Profile

Kevin Patrick Deckert

DECKERT FINANCIAL MANAGEMENT INC·NORTH CHESTERFIELD, Virginia

Series 6, Series 7, Series 22, Series 24, Series 63, Series 65CFP33 years registeredDECKERT FINANCIAL MANAGEMENT INC

812 MOOREFIELD PARK DRIVE, NORTH CHESTERFIELD, VA 23236-3675CRD# 1609361Firm CRD# 112133

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Patrick Deckert · NORTH CHESTERFIELD, VA

Registration

CRD #1609361 · DECKERT FINANCIAL MANAGEMENT INC · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DECKERT FINANCIAL MANAGEMENT INC

STONY POINT WEALTH MANAGEMENT INC.

Aug 2017 – Apr 2019

RICHMOND, VA

VISIONQUEST WEALTH MANAGEMENT, LLC

Mar 2016 – Jul 2017

North Chesterfield, VA

DECKERT FINANCIAL MANAGEMENT INC

Feb 2011 – Mar 2016

NORTH CHESTERFIELD, VA

DECKERT FINANCIAL MANAGEMENT INC

Jan 1993 – Dec 2010

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · January 8, 1993

Years registered · 33

Professional designation · CFP

Disclosure History

1972Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

DECKERT FINANCIAL MANAGEMENT INC

CRD 112133 · SEC 801-60973

AUM

$58M

Regulatory assets under management

Employees

512 client accounts

Services offered by DECKERT FINANCIAL MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DECKERT FINANCIAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Kevin Patrick Deckert offer?

Kevin Patrick Deckert specializes in Financial Planning, Investment Management, Wealth Management.

What are Kevin Patrick Deckert's credentials?

Kevin Patrick Deckert holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kevin Patrick Deckert located?

Kevin Patrick Deckert is based in NORTH CHESTERFIELD, Virginia, last registered with DECKERT FINANCIAL MANAGEMENT INC.

How does Kevin Patrick Deckert charge for services?

Kevin Patrick Deckert's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party investment mgmt fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DECKERT FINANCIAL MANAGEMENT INC?

DECKERT FINANCIAL MANAGEMENT INC has approximately 1 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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