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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-01-25 |
| OR | RA | APPROVED | 2012-01-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neumann Financial Group | Portland | OR | 01/1993 | 01/2017 |
| Wfg | Portland | OR | 04/2002 | Present |
| Md'S Llc | Portland | OR | 01/1998 | Present |
| Michael R. Neumann | West Linn | OR | 02/2010 | Present |
| Transamerica Financial Advisors, Inc | Portland | OR | 01/2012 | Present |
| Integrity Logistrics | Wilsonville | OR | 03/2015 | 12/2022 |
| This Is A Test Retail | Portland | OR | 07/2017 | 07/2017 |
| Nationwide Student Loans | Woodland | CA | 02/2017 | 09/2017 |
| Rental Property | Vancouver | WA | 06/2018 | Present |
| We Are The Solution | Salem | OR | 06/2020 | 06/2021 |
| Love Inc. Clackamas County | Oregon City | OR | 07/2021 | 07/2022 |
| Wealthwave | Portland | OR | 11/2020 | Present |
| Beach House Rental | Neskowin | OR | 08/2023 | Present |
| Association Of Unit Owners Of The Breakers Condominium | Cannon Beach | OR | 01/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Wealthwave | CEO | approved co-brand company through WFGIA | investment related | Portland, OR | 11/2020 Association of unit owners of the Breakers condominium / INVESTMENT RELATED: no / CANNON BEACH, OR / secretary / Board member / 01/2025 / Meet 4-5 times per year, take notes and report on sea wall RENTAL PROPERTY / 0062018-PRESENT / INVESTMENT RELATED: YES / 5210 NE 74TH CT, VANCOUVER, WA 98662 / LANDLORD / RENTAL PROPERTY / HRS WORK MONTHLY: 0 / SEC TRADING HRS: 0 / NOTHING Michael R Neuman Corp / 0210-Present / Investment Related: No / 25170 Rancbo Lobo Ct West Linn, OR 97068 / President / Nature Of Business/ Hrs Work Monthly: / Sec Trading Hrs: /Limit my liability MD 's LLC / 0198-Present / Investment Related: No /Portland, OR / Position / Nature Of Business/ Hrs Work Monthly: 1% / Sec Trading Hrs: 1% / Office LLC to run WFG operations BEACH HOUSE RENTAL POSITION: owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 48060 Breakers Blvd #1, Neskowin OR 97149, United States DESCRIPTION: none
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-18 |
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