Alan Eugene Becker
Advisor at RSG Investments LLC — Overland Park, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
10 years
Location
Overland Park, KS 66212
RSG Investments LLC
Team
Total advisors
7Clients per advisor
79 HighAvg AUM per client
$253,010 Very LowHNW client ratio
4% Very LowAlan Becker is a Series 65 licensed advisor with RSG Investments LLC, based in Overland Park, KS, and has 10 years of industry experience. He has worked at AE Wealth Management, LLC, Global Financial Private Capital, LLC, and has been involved with several related entities including RSG Holdings and Retirement Solutions Group. Becker is also the author and publisher of a book. RSG Investments provides discretionary asset management and investment advice primarily to individual clients, trusts, retirement and profit-sharing plans, and other business entities. The firm employs a combination of fundamental, technical, and charting analysis and offers tactical and strategic asset allocation along with value-oriented strategies through model portfolios and direct management.
Based on RSG Investments LLC
Based on RSG Investments LLC
$0+: 1.45% annually (Model Portfolio Solutions) $0+: 0.90% annually (Direct Asset Management Services) $0+: Up to 2% annually (Asset Management Services through Third Party Advisors, negotiable, maximum 2%)
Insurance products sold by representatives in their capacity as independent insurance agents with commissions.
Account minimum: $10,000
Overland Park, KS
6801 W 107th St
Overland Park KS 66212
Advisors at this office
7
Kansas
10 years of industry experience
Book
2021 - Present • 5 years
Overland Park, KS
AE Wealth Management, LLC
2017 - 2022 • 5 years
Topeka, KS
Global Financial Private Capital, LLC
2016 - 2017 • 1 year
Sarasota, FL
RSG Holdings
2014 - Present • 12 years
Overland Park, KS
RSG Investments
2013 - Present • 13 years
Overland Park, KS
Retirement Solutions Group, Inc.
2010 - Present • 16 years
Overland Park, KS
Becker Management, Inc.
2003 - 2019 • 16 years
Overland Park, KS
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Insurance agent
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