Michael Robert Neumann
Investment adviser representative at Transamerica Financial Advisors, LLC
33 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
33 years in the industry.
- Association of Unit Owners of the Breakers CondominiumJan 2025 to now
- Beach House RentalAug 2023 to now
- WealthwaveNov 2020 to now
- Rental PropertyJun 2018 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Michael R. NeumannFeb 2010 to now
- WfgApr 2002 to now
- Md's LLCJan 1998 to now
- Love Inc. Clackamas CountyJul 2021 to Jul 2022
- We Are the SolutionJun 2020 to Jun 2021
- This Is A Test RetailJul 2017 to Jul 2017
- Nationwide Student LoansFeb 2017 to Sep 2017
- Integrity LogistricsMar 2015 to Dec 2022
- Neumann Financial GroupJan 1993 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2250354
- Firm CRD
- 16164