Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
11yrs
Alan Becker is a fiduciary financial advisor in Overland Park, Kansas, with 11 years in the industry. After seven years at AE Wealth Management and a year at Global Financial Private Capital, Alan joined RSG Investments in 2023, a firm offering investment management, selecting outside investment managers, and educational workshops. RSG Investments reports being paid through a percentage of assets.
One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 57% of advisors at RSG Investments
Office6801 W 107th St, Overland Park, KS 66212
FirmRSG Investments
How the firm is paid ?Percent of assets
Typical client at the firm ?$253,010
Advisors at the firm7
States licensed ?1 state
Services through RSG Investments
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowRSG Investments LLCCurrent firm
- 2017 – 2023AE Wealth Management, LLCPreviously
- Jan 2016 – Jan 2017Global Financial Private Capital, Inc.Previously
Contact Alan
(913) 685-9422RSG Investments main office 6801 W 107th StOverland Park, KS 66212Office · Get directions Facebook pageRSG Investments
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Questions to ask Alan
Tailored to Alan’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Alan
How do I contact Alan?
Call RSG Investments at (913) 685-9422 and ask for Alan Becker. Alan works from the Overland Park, KS office.
How long has Alan been a financial advisor?
Alan has been in the industry since 2015, about 11 years. More experience than 57% of advisors at RSG Investments.
What licenses does Alan hold?
Series 65. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
RSG Investments reports being paid by a percentage of the assets they manage. Ask Alan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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