Adam Manning, financial advisor Denver CO
90 score

Adam Manning

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
Diversified Investors Securities Corp. St. Paul, MN Jan 2013 - Current 3
Transamerica Retirement Management St. Paul, MN Dec 2012 - Current 4
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
Contact Info for Adam A. Manning
Phone Number: 866-368-0566
Registered State(s):
  • CO
  • NC
  • DC
  • MN
  • NJ
  • PR
  • TX
By the Numbers
  • Total Assets Under Management
    3,536
    MILLIONS
  • Total Number of Accounts
    1,013
    ACCOUNTS
  • Average Account Value
    $3,490,703
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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