Alec Michael Falkenberg
Investment adviser representative at Transamerica Financial Advisors, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- NetlawMay 2026 to now
- A.M. Falk EnterprisesJan 2020 to now
- Friends of Lucas County Child Service (lccs)Dec 2019 to now
- Transamerica Financial Advisors, IncOct 2017 to now
- Assistant To AdvisorMay 2017 to now
- WfgiaDec 2016 to now
- Maumee Valley Power Lunch Toastmasters ClubSep 2021 to Mar 2022
- Lions Club InternationalJul 2020 to Jan 2022
- Blue Crew Alumni AssociationJan 2020 to Nov 2023
- Business Network International (bni)Oct 2018 to Jul 2020
- United Parcel ServiceNov 2017 to Aug 2018
- University of ToledoApr 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6654526
- Firm CRD
- 16164