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6801 W 107Th St, Overland Park, KS 66212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-01-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Solutions Group, Inc. | Overland Park | KS | 12/2010 | Present |
| Becker Management, Inc. | Overland Park | KS | 03/2003 | 12/2019 |
| Global Financial Private Capital, Llc | Sarasota | FL | 01/2016 | 01/2017 |
| Rsg Holdings | Overland Park | KS | 08/2014 | Present |
| Rsg Investments | Overland Park | KS | 02/2013 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 01/2017 | 10/2022 |
| Book | Overland Park | KS | 10/2021 | Present |
1) Retirement Solutions Group (investment related)- Owner- 12/2010 6801 W 107th St. Overland Park, KS 66212. Annuity, Life and Medicare sales only. 2) RSG Holdings, LLC (investment related)- Owner- 8/2014, 6801 W. 107th St. Overland Park, KS 66212. Real Estate-Own/Hold/Improve Property, 0hrs/month. 3) RSG Investments (investment related)- Owner- 2/2013, 6801 W. 107th St. Overland Park, KS 66212. Financial Services/financial advice. 60hrs/month, 60hrs/trading. 4.) RSG Creative, Inc. (investment related) - Owner- 12/2020, 6801 W 107th St. Overland Park, KS 66212 Overland Park, KS 66212. 20 hrs/month, 20hrs/month/trading. 5.) RSG Leasing, LLC - This is a vehicle leasing firm for Alan's company vehicles. 6.) BOOK ;POSITION: Owner/CEO/Investment Adviser Representative NATURE: Author of book. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 6801 W 107th St, Overland Park KS 66212, United States DESCRIPTION: Author and publisher.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-28 |
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