Shakeil Becker
Shakeil Becker is a registered investment advisor at Osaic Wealth, INC., based in Seattle, WA, with 5 years of industry experience. Shakeil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
401 Union Street, 31st Floor, Seattle, WA, 98101
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shakeil works as an investment advisor representative for Alliant Retirement Consulting in a non-producing administrative role and is a sole proprietor for XL Entertainment, creating and selling music. He also works as an account executive for Alliant Insurance Services, supporting the sales team to grow and retain retirement business, which includes fixed insurance, life & health, and group benefits.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Alliant Retirement Consulting
Previous Registrations
Cetera Wealth Services, LLCBroker
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
State Registrations2 states
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.