Best Investors Account Sign in
Inactive

Adam Leslie Saumweber

Continuum Advisory, LLC

Eagle, ID

Bentonville, AR

CRD 7084984

Claim This Profile
Employer firm

Continuum Advisory, LLC CRD 283155

$1.91B regulatory AUM 3,461 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Continuum Advisory, Llc

873 E. State Street, Eagle, ID 83616 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2023-04-06
  • AR RA
    APPROVED
    Since 2023-04-06

Branch Locations

873 E. State Street, Eagle, ID 83616 • United States

1913 N. Walton Blvd. Suite 1, Bentonville, AR 72712 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 09/2020 01/2023
Stratesis Technologies, Llc Highland UT 08/2019 12/2019
Brigham Young University - Idaho Rexburg ID 04/2020 07/2020
Brigham Young University - Idaho Rexburg ID 04/2019 07/2019
Bander Investments Idaho Falls ID 04/2019 07/2019
Revunit, Llc Bentonville AR 04/2018 12/2018
Brigham Young University - Idaho Rexburg ID 04/2017 04/2018
Brigham Young University - Idaho Rexburg ID 08/2018 07/2020
Unemployed Bentonville AR 03/2015 03/2017
Continuum Advisory, Llc Eagle ID 03/2023 Present
American Financial Management Bentonville AR 03/2023 Present
Triad Advisors Norcross GA 08/2023 08/2024
Osaic Wealth, Inc. Bentonville AR 08/2024 08/2025
  • 09/2020 → 01/2023
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2019 → 12/2019
    Stratesis Technologies, Llc
    Highland, UT
  • 04/2020 → 07/2020
    Brigham Young University - Idaho
    Rexburg, ID
  • 04/2019 → 07/2019
    Brigham Young University - Idaho
    Rexburg, ID
  • 04/2019 → 07/2019
    Bander Investments
    Idaho Falls, ID
  • 04/2018 → 12/2018
    Revunit, Llc
    Bentonville, AR
  • 04/2017 → 04/2018
    Brigham Young University - Idaho
    Rexburg, ID
  • 08/2018 → 07/2020
    Brigham Young University - Idaho
    Rexburg, ID
  • 03/2015 → 03/2017
    Unemployed
    Bentonville, AR
  • 03/2023 → Present
    Eagle, ID
  • 03/2023 → Present
    American Financial Management
    Bentonville, AR
  • 08/2023 → 08/2024
    Triad Advisors
    Norcross, GA
  • 08/2024 → 08/2025
    Osaic Wealth, Inc.
    Bentonville, AR
Other Businesses

1) American Financial Management; investment related; 1913 N Walton Blvd, Suite 1, Bentonville, AR 72712; LLC;i nvestment advisor representative; 3/1/2023; 160 hrs/month; 130 hrs during trading; office support, running reports, investment research, and client paperwork

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-06
S63 Uniform Securities Agent State Law Examination 2020-10-21
  • S65 Uniform Investment Adviser Law Examination
    2023-04-06
  • S63 Uniform Securities Agent State Law Examination
    2020-10-21
Other Names
  • Adam Leslie Saumweber
  • Adam Saumweber

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Eagle, ID

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor