Rodney Arin Becker

CFP

Whipplewood Advisors, LLC

19 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingReal Estate Investing

Whipplewood Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

148 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$288.0M

Fee Structure

Financial Planning:Included in AUM fee

Location

11852 Shaffer Drive, Building B, Littleton, CO, 80127

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2014

Denied

Employment Separation After Allegations

July 2014

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Rodney conducts his investment advisory business through Whipplewood Advisors, focusing on investment management and financial planning. He also holds an insurance license and dedicates minimal time to selling insurance products, potentially receiving compensation from these sales.