SB
Shakeil L. Becker
ALLIANT RETIREMENT CONSULTING
Seattle, WA 98101
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CRD#: 7123300
SB
Professional summary
Shakeil Lashone Becker is a registered financial advisor currently at ALLIANT RETIREMENT CONSULTING located in Seattle, Washington and OSAIC WEALTH, INC. located in New York, New York.
Shakeil is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Shakeil has worked at 7 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. NAME OF OTHER BUSINESS: ALLIANT RETIREMENT CONSULTING - CRD # 167970; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISER; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: NON-PRODUCING / ADMINISTRATIVE ROLE; 2. NAME OF OTHER BUSINESS: XL ENTERTAINMENT; INVESTMENT RELATED: NO; ADDRESS: TUCSON, AZ 85711; NATURE OF BUSINESS: CREATIVE, MUSIC PRODUCTION; START DATE: 08/2020; POSITION/TITLE/RELATIONSHIP: SOLE PROPRIETOR; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: CREATING, SELLING, AND LICENSING MUSIC TO INDIVIDUALS AND ENTITIES. COMPOSING INSTRUMENTALS, SOUNDTRACKS, AND SONGS; 3. NAME OF OTHER BUSINESS: ALLIANT INSURANCE SERVICES, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA NAME FOR TOA COMPLIANCE WORK, 401(K) CONSULTING SERVICES, RETIREMENT PLANS, FIXED INSURANCE - LIFE & HEALTH, AND GROUP BENEFITS; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: ACCOUNT EXECUTIVE - 401(K); APX NUMBER OF HOURS PER WEEK: 40. APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: SUPPORTING SALES TEAM VIA ADMINISTRATIVE ROLE TO GROW AND RETAIN RETIREMENT BUSINESS;
CRS (Client Relationship Summary) - RIA
Click below to view Shakeil Lashone Becker's 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®
NoneExperience
Current
June 3, 2024 - Present
ALLIANT RETIREMENT CONSULTING
Office #1: 401 Union Street 31st Floor, Seattle, WA, 98101RIA
CRD#: 167970
Seattle, WA
Current
July 1, 2025 - Present
OSAIC WEALTH, INC.
Office #1: 101 Park Avenue 12th Floor, New York, NY 10178RIA
BD
CRD#: 23131
New York, NY
Past
May 24, 2024 - July 1, 2025
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
NEW YORK, NY
Past
July 3, 2023 - July 25, 2023
TRANSAMERICA RETIREMENT ADVISORS, LLC
RIA
CRD#: 107319
Phoenix, AZ
Past
June 29, 2023 - July 25, 2023
TRANSAMERICA INVESTORS SECURITIES, LLC
BD
CRD#: 32205
HARRISON, NY
Past
January 23, 2020 - June 12, 2023
NATIONWIDE INVESTMENT ADVISORS, LLC
RIA
CRD#: 142373
COLUMBUS, OH
Past
August 16, 2019 - June 12, 2023
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
Scottsdale, AZ
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".
AR
ALLIANT RETIREMENT CONSULTING
ALLIANT INSURANCE SERVICES, LLC | ALLIANT RETIREMENT SERVICES, LLC | ALLIANT RETIREMENT SERVICES | ALLIANT RETIREMENT CONSULTING
CRD#: 167970 / SEC#: 801-78240
RIA
Registered Investment Advisory firm - (7/9/2013 Approved)Alaska
Registered Investment Advisory firm - (2/20/2015 Terminated)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
IAR
Arizona(6/3/2024)
RR
Arizona(7/2/2025)
IAR
Washington(6/4/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 8/15/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AR
ALLIANT RETIREMENT CONSULTING
ALLIANT INSURANCE SERVICES, LLC | ALLIANT RETIREMENT SERVICES, LLC | ALLIANT RETIREMENT SERVICES | ALLIANT RETIREMENT CONSULTING
CRD#: 167970 / SEC#: 801-78240
RIA
Registered Investment Advisory firm - (7/9/2013 Approved)Alaska
Registered Investment Advisory firm - (2/20/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1125 Sanctuary Parkway Suite 300, Alpharetta, GA 30009
Mailing Address
Phone number
(713) 470-4208
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 156 |
| AUM (Assets Under Management) | $ 4,493,036,646 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
