Adam Saumweber (CRD# 7084984) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 3 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Triad Advisors | Norcross, GA | Aug 2023 - Current | < 1 |
Continuum Advisory, LLC | Eagle, ID | Mar 2023 - Current | 1 |
American Financial Management | Bentonville, AR | Mar 2023 - Current | 1 |
The Vanguard Group, Inc. | Scottsdale, AZ | Sep 2020 - Jan 2023 | 2 |
Brigham Young University - Idaho | Rexburg, ID | Apr 2020 - Jul 2020 | < 1 |
Brigham Young University - Idaho | Rexburg, ID | Aug 2018 - Jul 2020 | 1 |
Stratesis Technologies, LLC | Highland, UT | Aug 2019 - Dec 2019 | < 1 |
Brigham Young University - Idaho | Rexburg, ID | Apr 2019 - Jul 2019 | < 1 |
Bander Investments | Idaho Falls, ID | Apr 2019 - Jul 2019 | < 1 |
Revunit, LLC | Bentonville, AR | Apr 2018 - Dec 2018 | < 1 |
Brigham Young University - Idaho | Rexburg, ID | Apr 2017 - Apr 2018 | 1 |
Unemployed | Bentonville, AR | Mar 2015 - Mar 2017 | 2 |
Wachter, Inc. | Lowell, AR | May 2014 - Feb 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2020 |
S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- AR
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Total Assets Under Management1,292MILLIONS
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Total Number of Accounts2,953ACCOUNTS
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Average Account Value$437,585
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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