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Joshua Becker

15 Years of Experience
Overland Park, KS
Broker

Joshua Becker is a registered investment advisor at Cu Investment Solutions LLC, based in Overland Park, KS, with 15 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8500 W. 110th Street, Suite 650, Overland Park, KS, 66210

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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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Employment History
Current Registrations
Cu Investment Solutions LLC
September 2010 - Present · 15 yrs 7 mos
Cu Investment Solutions LLC
July 2010 - Present · 15 yrs 9 mos
Cu Investment Solutions LLCBroker
July 2010 - Present · 15 yrs 9 mos
State Registrations32 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Joshua Becker - Financial Advisor | TrueAdvisor