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
Bsw Wealth Partners
|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|
|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 Management3,803MILLIONS
Total Number of Accounts24,276ACCOUNTS
Average Account Value$156,655
- 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
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