This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2015
- Office Locations
- 1
Office Locations
About RSG Investments LLC
RSG Investments LLC is an Overland Park, Kansas RIA focused on helping clients bridge the transition from planning for retirement to actually retiring, with integrated advice across investments, retirement income, taxes, and legacy planning. Portfolios emphasize asset allocation using mutual funds and ETFs, including fixed income and annuity solutions as needed. The firm also offers free educational events and media; custody includes Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Alan Eugene Becker
Advisor, Chief Executive Officer, President
- CRD
- #6599422
- Ownership
- 75% or more
Robert Floyd Carver
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
SAMUEL KRISTOFFER BASS
Investment Advisor Representative
- CRD
- #3205872
Kristy Lynn Eller
Investment Advisor Representative
- CRD
- #5665921
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,527,178 | $124,141 |
| Non-Discretionary | $0 | -- |
| Total | $140,527,178 | $124,141 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing