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RB

Rodney A. Becker

VALUEWEALTH SERVICES
Denver, CO 80231
CRD#: 5199495
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RB
Rodney Arin BeckerVALUEWEALTH SERVICES

Professional summary


Rodney Arin Becker, CFP®, who also goes by Rodney A Becker, is a registered financial advisor currently at VALUEWEALTH SERVICES, LLC located in Denver, Colorado and DMK ADVISOR GROUP, INC. located in Lutz, Florida.

Rodney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Rodney has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Rodney A Becker

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Rodney Arin Becker's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

May 21, 2026 - Present

VALUEWEALTH SERVICES, LLC

Office #1: 7535 E Hampden Avenue Suite 400, Denver, CO 80231
RIA
CRD#: 304049
Denver, CO
Current

October 20, 2020 - Present

DMK ADVISOR GROUP, INC.

Office #1: 17961 Hunting Bow Circle Suite 102, Lutz, FL 33558
RIA
BD
CRD#: 41067
Lutz, FL
Past

October 20, 2020 - May 28, 2026

WHIPPLEWOOD ADVISORS, LLC

RIA
CRD#: 282860
LITTLETON, CO
Past

September 9, 2014 - October 21, 2020

FFEC WEALTH PARTNERS LLC

RIA
CRD#: 16507
GREENWOOD VILLAGE, CO
Past

August 5, 2014 - August 18, 2014

FFEC WEALTH PARTNERS LLC

RIA
CRD#: 16507
GREENWOOD VILLAGE, CO
Past

August 5, 2014 - October 21, 2020

FFEC WEALTH PARTNERS LLC

BD
CRD#: 16507
GREENWOOD VILLAGE, CO
Past

November 30, 2006 - July 30, 2014

EDWARD JONES

RIA
CRD#: 250
DENVER, CO
Past

September 26, 2006 - July 30, 2014

EDWARD JONES

BD
CRD#: 250
DENVER, CO

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VS
VALUEWEALTH SERVICES, LLC
VALUEWEALTH | VALUEWEALTH SERVICES, LLC

CRD#: 304049 / SEC#: 801-116846

RIA
Registered Investment Advisory firm - (6/21/2019 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(10/20/2020)
RR
Colorado
(10/21/2020)
IAR
Colorado
(5/21/2026)
RR
Florida
(10/20/2020)
RR
Georgia
(2/13/2026)
IAR
Illinois
(5/29/2026)
RR
Iowa
(10/23/2020)
RR
Michigan
(11/10/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/9/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


VS
VALUEWEALTH SERVICES, LLC
VALUEWEALTH | VALUEWEALTH SERVICES, LLC

CRD#: 304049 / SEC#: 801-116846

RIA
Registered Investment Advisory firm - (6/21/2019 Approved)
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Contact information


Main Address
2444 Solomons Island Rd Suite 212, Annapolis, MD 21401
Mailing Address
Phone number
(410) 286-9230
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (11 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2B BROCHURE DIXON 11.25 (11/25/2025)

Regulatory assets under management


Total Number of Accounts262
AUM (Assets Under Management)$ 242,143,293

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VALUEWEALTH SERVICES, LLC

CRD#: 304049Denver, CO 80231

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