Michael
Neumann
Transamerica Financial Advisors, Inc
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About this Advisor
Michael Neumann is a financial advisor who works out of Portland, Oregon with a total of 11 years of relevant experience. Neumann is an employee of Transamerica Financial Advisors, Inc. Over the course of their career, Neumann has held roles at Md'S LLC, Neumann Financial Group, Wfg, Monte Bella Ranch LLC, Michael R. Neumann, Wealthwave, Transamerica Financial Advisors, Inc, Integrity Logistrics, This Is A Test Retail, Nationwide Student Loans, Rental Property, We Are The Solution and Love Inc Clackamas County. Neumann has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Oregon and Texas. Transamerica Financial Advisors, Inc is a registered investment firm that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 people on staff. It controls $2 billion in assets among its 59,659 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 18 charities and foundations. Of its 59,659 client accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets. Transamerica Financial Advisors, Inc has a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Michael Neumann Work History
Michael has been registered as a financial advisor for 11 years.*
Wealthwave
Rental Property
Transamerica Financial Advisors, Inc
Michael R. Neumann
Wfg
Md'S LLC
Love Inc Clackamas County
We Are The Solution
This Is A Test Retail
Nationwide Student Loans
Integrity Logistrics
Monte Bella Ranch LLC
Neumann Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Neumann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
Rancho Santa Margarita, CA
Orem, UT
Plano, TX
Braintree, MA
Irvine, CA
Plano, TX
San Antonio, TX
Bridgeport, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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