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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-04-04
IL RA APPROVED 2018-03-02
  • TX RA
    APPROVED_RES
    Since 2022-04-04
  • IL RA
    APPROVED
    Since 2018-03-02

Branch Locations

2625 Butterfield Rd Suite 126N, Oak Brook, IL 60523 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Downers Grove IL 11/2017 Present
Wfgia Downers Grove IL 06/2000 Present
Until Now Consulting Chicago IL 03/2016 Present
Legacyshield Solutions, Inc Jacksonville FL 05/2021 Present
Net Law Group Inc. Louisville KY 05/2022 Present
Wealthwave Johns Creek GA 01/2012 Present
The Danish Home Association Chicago IL 06/2023 Present
Danish American Language Foundation Libertyville IL 03/2026 Present
  • 11/2017 → Present
    Transamerica Financial Advisors, Inc
    Downers Grove, IL
  • 06/2000 → Present
    Wfgia
    Downers Grove, IL
  • 03/2016 → Present
    Until Now Consulting
    Chicago, IL
  • 05/2021 → Present
    Legacyshield Solutions, Inc
    Jacksonville, FL
  • 05/2022 → Present
    Net Law Group Inc.
    Louisville, KY
  • 01/2012 → Present
    Wealthwave
    Johns Creek, GA
  • 06/2023 → Present
    The Danish Home Association
    Chicago, IL
  • 03/2026 → Present
    Danish American Language Foundation
    Libertyville, IL
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Net Law Group Inc. / 0522 -Present / Investment Related: No / 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/ Agent / Estate Planning Service / Hrs. Work Monthly: 4 / Sec Trading Hrs: 1 / Offering estate planning solutions to prospects and clients when it's in their interest. LegacyShield Solutions, Inc / 0521-Present / Investment Related: Yes / 100 Executive Way #105, Jacksonville, FL 32082 / Agent or Advisor / Estate/ Hrs Work Monthly: 4 / Sec Trading Hrs: 1 / offering estate planning solutions to prospects and client when it's in their best interest UNTIL NOW CONSULTING/Investment Related - No/5836 W Carmen Ave. Chicago, IL 60630/General Business Consulting/Owner/03.2017/80/0/General Business Consulting THE DANISH HOME ASSOCIATION POSITION: Director NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 5656 N Newcastle Ave, Chicago IL 60631, United States DESCRIPTION: The board meets every other month to steer theThe Danish Home of Chicagotowards a sustainable future.The board sets policies, approves business decisions, and evaluate executive performance. DANISH AMERICAN LANGUAGE FOUNDATION POSITION: Board Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2026 ADDRESS: 872 S Milwaukee Ave, Ste 148, Libertyville IL, 60048 , United States DESCRIPTION: The board meets twice per year. Responsibilities include participating in board meetings, providing strategic input on organizational initiatives, supporting program development, and assisting with outreach and community engagement.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-07-09
S65 Uniform Investment Adviser Law Examination 2018-03-01
  • S63 Uniform Securities Agent State Law Examination
    2024-07-09
  • S65 Uniform Investment Adviser Law Examination
    2018-03-01
Other Names
  • Kim Rasmessen

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