Shakeil Lashone Becker
Investment adviser representative at Retirement and Wealth At Alliant, LLC
10 yearsExperience
2 statesRegistered in
$7.4BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Jul 2025 to now
- Retirement and Wealth At Alliant, LLCJun 2024 to now
- Alliant Insurance Services, Inc.Jul 2023 to now
- Xl EntertainmentMay 2024 to Dec 2025
- Cetera Wealth Services, LLCMay 2024 to Jul 2025
- Transamerica Investors Securities CorporationJun 2023 to Jul 2023
- Transamerica Life Insurance CompanyJun 2023 to Jul 2023
- Nationwide Investment Services Inc.May 2019 to May 2023
- Tailored ManagementSep 2018 to May 2019
- The Original Chopshop CoSep 2017 to Aug 2018
- The University of ArizonaJun 2017 to Aug 2017
- NikeAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, WA).
Retirement and Wealth At Alliant, LLC
$7.4BAssets managed
222Clients
44Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7123300
- Firm CRD
- 167970