AL
CFA
AL
CFA

Adam Leigh Levine-Weinberg

2 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
1031 advisors
Number of Clients
42,440 clients
Average Client Portfolio
$41K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10
Financial Planning:Investment management only
Minimum Annual Fee:$35
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Location

6400 C St SW, Cedar Rapids, IA, 52499

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adam, as an employee of Transamerica Financial Advisors, Inc., may perform home office functions for other business units. This activity is related to his employment.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
November 2023 - Present · 2 yrs 3 mos
State Registrations2 states
IAWA
Advisor
Exams
No exam information available for this advisor.