Alec Falkenberg (CRD# 6654526) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Perrysburg, OH and has over 2 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| A.m. Falk Enterprises | Maumee, OH | Jan 2020 - Current | 4 |
| Friends Of Lucas County Child Service (lccs) | Toledo, OH | Dec 2019 - Current | 4 |
| Transamerica Financial Advisors, Inc. | Maumee, OH | Oct 2017 - Current | 6 |
| Assistant To Advisor | Maumee, OH | May 2017 - Current | 7 |
| World Financial Group, Inc. | Maumee, OH | Dec 2016 - Current | 7 |
| Blue Crew Alumni Association | Toledo, OH | Jan 2020 - Nov 2023 | 3 |
| Maumee Valley Power Lunch Toastmasters Club | Maumee, OH | Sep 2021 - Mar 2022 | < 1 |
| Lions Club International | Swanton, OH | Jul 2020 - Jan 2022 | 1 |
| Business Network International (bni) | Maumee, OH | Oct 2018 - Jul 2020 | 1 |
| United Parcel Service | Maumee, OH | Nov 2017 - Aug 2018 | < 1 |
| University Of Toledo | Toledo, OH | Apr 2014 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2021 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- OH
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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