Best Investors Account Sign in
Current Employers
Transamerica Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2013-01-07
  • CO RA
    APPROVED
    Since 2013-01-07

Branch Locations

5525 N Union Blvd # 200, Colorado Springs, CO 80918 • 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
Wfgia Colorado Springs CO 06/2001 Present
Investment Property Pueblo CO 03/2005 02/2023
Assurant Health Insurance Colorado Springs CO 09/2008 Present
Anthem Blue Cross Denver CO 12/2008 Present
Debtmerica Santa Ana CA 01/2012 07/2022
Transamerica Financial Advisors, Llc Colorado Springs CO 01/2012 Present
Team Chosen Financial, Llc Colorado Springs CO 12/2014 Present
Colorado Choice Health Plans Alamosa CO 05/2016 Present
Team Chosen Financial Llc Colorado Springs CO 01/2020 Present
Chosen Redondo Retreat, Llc Colorado Springs CO 07/2023 Present
  • 06/2001 → Present
    Wfgia
    Colorado Springs, CO
  • 03/2005 → 02/2023
    Investment Property
    Pueblo, CO
  • 09/2008 → Present
    Assurant Health Insurance
    Colorado Springs, CO
  • 12/2008 → Present
    Anthem Blue Cross
    Denver, CO
  • 01/2012 → 07/2022
    Debtmerica
    Santa Ana, CA
  • 01/2012 → Present
    Colorado Springs, CO
  • 12/2014 → Present
    Team Chosen Financial, Llc
    Colorado Springs, CO
  • 05/2016 → Present
    Colorado Choice Health Plans
    Alamosa, CO
  • 01/2020 → Present
    Team Chosen Financial Llc
    Colorado Springs, CO
  • 07/2023 → Present
    Chosen Redondo Retreat, Llc
    Colorado Springs, CO
Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." TEAM CHOSEN FINANCIAL, LLC; NOT INVESTMENT RELATED; 5353 N. UNION BLVD #202, COLORADO SPRINGS CO 80918; AN LLC ESTABLISHED BY ME TO PUT MY OFFICE LEASE UNDER; MEMBER/OWNER; 12/2014; 4 HRS/MONTH; MANAGING THE LLC, FILING AN ANNUAL REPORT Assurant Health Insurance / 0908-Present / Investment Related: No / Colorado Springs, CO / Agent / Individual Health Insurance / Hrs Work Monthly: 5% / Sec Trading Hrs: 5% / Selling health insurance Anthem Blue Cross / 1208-Present / Investment Related: No / Denver, CO / Agent / Health insurance Sales/ Hrs Work Monthly: 5% / Sec Trading Hrs: 5% / Selling health insurance Colorado Choice Health Plans / 0719-Present / Investment Related: Yes / 700 Main St. #100 Alamosa, Co 81101/ Agent/ Health Insurance / Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / Selling health insurance when needed by a client. TEAM CHOSEN FINANCIAL LLC / INVESTMENT RELATED: NO / 14270 PINE GLEN DR WEST COLORADO SPRINGS, CO 80908 / COMMERCIAL REAL ESTATE, OWNER AND EMPLOYEE/ HOURS PER MONTH: 5 / HOURS DURING SECURITIES TRADING HOURS: 0 / KEEPING UP DOCUMENTATION RELATED TO LLC CHOSEN REDONDO RETREAT, LLC POSITION: Member NATURE: Investment Property INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 14270 Pine Glen Dr West, Colorado Springs CO 80908, United States DESCRIPTION: This LLC is for an investment property we are purchasing at the beginning of July 2023. We will have a property management company handling the marketing, and the day to day operations of it. Very little time will be spent by me on it.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-23
S63 Uniform Securities Agent State Law Examination 1998-07-29
  • S65 Uniform Investment Adviser Law Examination
    2012-01-23
  • S63 Uniform Securities Agent State Law Examination
    1998-07-29
Other Names
  • Mark E Onstott

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Colorado Springs, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor