Adam ManningCRD Number: 5970609
Current Firm: Transamerica Retirement Advisors, LLC
Adam Manning (CRD# 5970609) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Denver, CO and has over 6 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Diversified Investors Securities Corp.||St. Paul, MN||Jan 2013 - Current||5|
|Transamerica Retirement Management||St. Paul, MN||Dec 2012 - Current||5|
|Ameriprise Financial Services, Inc.||Minneapolis, MN||Aug 2011 - Nov 2012||1|
|Mia Za's Italian Cafe||Ann Arbor, MI||Jan 2011 - Aug 2011||< 1|
|University Of Michigan||Ann Arbor, MI||Nov 2007 - May 2011||3|
|University Of Michigan||Ann Arbor, MI||Sep 2007 - Dec 2010||3|
|City Of Ann Arbor||Ann Arbor, MI||May 2010 - Aug 2010||< 1|
|Flat Rock Community Center||Flat Rock, MI||Aug 2006 - Aug 2008||2|
|Ann Arbor Public Schools||Ann Arbor, MI||Nov 2007 - Apr 2008||< 1|
|Woodhaven Public Schools||Woodhaven, MI||Aug 2001 - May 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management3,536MILLIONS
Total Number of Accounts1,013ACCOUNTS
Average Account Value$3,490,703
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.