Joshua Damon Becker
Professional Summary
Joshua Damon Becker is a registered financial advisor currently at CU INVESTMENT SOLUTIONS LLC located in Overland Park, Kansas. Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Joshua has worked at 1 firm and has passed the Series 66, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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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
16 years in the financial services industry
Current & Past Employments
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Current Firm
CU INVESTMENT SOLUTION INC | U.S. CENTRAL CAPITAL MARKETS, INC. | CU INVESTMENT SOLUTIONS, INC. | CU INVESTMENT SOLUTIONS LLC | CU INVESTMENT SOLUTIONS INC
Contact Information
Main Address
8500 W. 110th Street Suite 650, Overland Park, KS 66210Mailing Address
8500 W. 110th Street Suite 650, Overland Park, KS 66210Phone Number
(913) 912-5240Established
Kansas since 06/30/2011Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
Small# of Employees
5FINRA licenses (49 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALLOYA CORPORATE FCU | OWNER | — |
| CATALYST FEDERAL CREDIT UNION | OWNER | — |
| CORPORATE AMERICA CREDIT UNION | OWNER | — |
| MILLENNIUM CORPORATE CREDIT UNION | OWNER | — |
| TRICORP FEDERAL CREDIT UNION | OWNER | — |
| VOLUNTEER CORPORATE CREDIT UNION | OWNER | — |
| BECKER, JOSHUA DAMON | CHIEF OPERATING OFFICER | 5784666 |
| JACKSON, MATTHEW DAVID | CEO/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | 3251494 |
| THOMAS, BRADFORD LOWELL | CHIEF FINANCIAL OFFICER | 6180244 |
Disclosures
Regulatory Event
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(3/25/2025)
(5/22/2025)
(9/21/2010)
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(4/2/2025)
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(9/21/2010)
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(4/9/2025)
(9/21/2010)
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(5/2/2025)
(5/22/2025)
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(7/24/2025)
(5/21/2025)
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(5/16/2025)
(4/2/2025)
(9/21/2010)
(6/13/2025)
(3/25/2025)
(5/16/2025)
(3/25/2025)
(3/25/2025)
(5/20/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Joshua Damon Becker's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Joshua Damon Becker's CRS (Customer Relationship Summary).
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