AB
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Alan Becker
10 Years of Experience
Overland Park, KS
1 DisclosureSells Insurance
Alan Becker is a registered investment advisor at Rsg Investments LLC, based in Overland Park, KS, with 10 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 538 clients with $120M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$116.4M
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Location
6801 W 107th St, Overland Park, KS, 66212
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2020Closed-No Action
Other Business ActivitiesSells Insurance
Alan owns multiple businesses including Retirement Solutions Group, which focuses on annuity, life, and Medicare sales, and RSG Investments, which provides financial services and advice. He also dedicates minimal time to writing and publishing a book.
Employment History
Current Registrations
Rsg Investments LLC
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Ae Wealth Management, LLC
January 2017 - September 2023 · 6 yrs 8 mos
Global Financial Private Capital, LLC
January 2016 - January 2017 · 1 yr
State Registrations1 state
KS
Advisor
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Exams
No exam information available for this advisor.