AdvisorOS Directory
Claim Profile
JD

Jeffrey Scott Decora

UNIPLAN REAL ESTATE ADVISORS, INC.·UNION GROVE, Wisconsin
Unclaimed Profile
22939 WEST OVERSON ROAD, UNION GROVE, WI 53182CRD# 4348041Firm CRD# 105949
01

About

Jeffrey Scott Decora is a registered financial advisor based in UNION GROVE, Wisconsin, affiliated with UNIPLAN REAL ESTATE ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
UNIPLAN REAL ESTATE ADVISORS, INC.
UNIPLAN REAL ESTATE ADVISORS, INC.
AUM
—
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at UNIPLAN REAL ESTATE ADVISORS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4348041
Firm CRD# 105949
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in UNION GROVE?

Browse all registered financial advisors in UNION GROVE, Wisconsin or claim this profile if it's yours.

Browse UNION GROVE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeffrey Scott Decora offer?
Jeffrey Scott Decora specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in UNION GROVE, Wisconsin for a consultation.
What are Jeffrey Scott Decora's credentials?
Jeffrey Scott Decora is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Scott Decora located?
Jeffrey Scott Decora is based in UNION GROVE, Wisconsin, working with UNIPLAN REAL ESTATE ADVISORS, INC.. Their office serves clients in the UNION GROVE metropolitan area and surrounding communities.
How does Jeffrey Scott Decora charge for services?
Jeffrey Scott Decora's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNIPLAN REAL ESTATE ADVISORS, INC.?
UNIPLAN REAL ESTATE ADVISORS, INC. has approximately 11 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile