Alan John Birsinger
Professional Summary
Alan John Birsinger, who also goes by Alan John Birsinger, Alan Birsinger, is a registered financial advisor currently at WEALTH MANAGEMENT GROUP located in Houston, Texas. Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Alan has worked at 2 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Alan John Birsinger, Alan Birsinger
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
J. MATHEW CHOYCE FINANCIAL ADVISORS | WEALTH MANAGEMENT GROUP, INC. | WEALTH MANAGEMENT GROUP INC | WEALTH MANAGEMENT GROUP
Contact Information
Main Address
Tipp City, OHPhone Number
(937) 877-1280# of Employees
7Documents
Regulatory Assets Under Management
Total Number of Accounts
170AUM (Assets Under Management)
$31,692,909Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(12/13/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2021About the Series 6TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Alan John Birsinger's CRS (Customer Relationship Summary).
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