Financial Decisions, Inc.

Financial Decisions, Inc. (CRD# 118883) is a financial advisory firm headquartered in Stockton, CA. They manage $245,044,717 in 670 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    245
    MILLION
  • Total Number of Accounts
    670
    ACCOUNTS
  • Average Account Value
    $365,738
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Financial Decisions, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Tolen C. Teigen
CRD#: 4559988
5345 North El Dorado Street, Suite #18, Stockton, CA 95207
96
Wealthminder
score

Tolen Teigen (CRD# 4559988) is an Investment Advisor Representative working at Financial Decisions, Inc. in Stockton, CA and has over 14 years of experience in the finance industry. Tolen Teigen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kenneth R. Herold
CRD#: 2695760
5345 North El Dorado, Suite 15, Stockton, CA 95207
93
Wealthminder
score

Kenneth Herold (CRD# 2695760) is an Investment Advisor Representative working at Financial Decisions, Inc. in Stockton, CA and has over 20 years of experience in the finance industry.

3
Kevin E. Mahoney
CRD#: 2953706
5345 North El Dorado, Suite 15, Stockton, CA 95207
93
Wealthminder
score

Kevin Mahoney (CRD# 2953706) is an Investment Advisor Representative working at Financial Decisions, Inc. in Stockton, CA and has over 18 years of experience in the finance industry.

4
Frederick M. Lee
CRD#: 1157595
5345 North El Dorado, Suite 15, Stockton, CA 95207
83
Wealthminder
score

Frederick Lee (CRD# 1157595) is an Investment Advisor Representative working at Financial Decisions, Inc. in Stockton, CA and has over 20 years of experience in the finance industry.

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