![Alec Falkenberg, financial advisor Perrysburg OH](/img/ws/profile-blank-sq.png)
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.
![Daniel Acheson, financial advisor Perrysburg OH](/img/ws/profile-blank-sq.png)
CRD# 7039238
Munn Wealth Management, LLC
![Anthony Adamshick, financial advisor Perrysburg OH](/img/ws/profile-blank-sq.png)
CRD# 1971551
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Sammy Adkins, financial advisor Perrysburg OH](/img/ws/profile-blank-sq.png)
CRD# 1485014
Primerica Advisors
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
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