Hadi Kusumo

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2003 → Present
  Wfgia
  Houston, TX
• 03/2004 → Present
  Benefit Mall
  Dallas, TX
• 01/2012 → Present
  Transamerica Financial Advisors, Llc
  Houston, TX
• 08/2015 → Present
  Family Real Estate
  Houston, TX
• 07/2021 → Present
  Lspn Pro, Llc
  Lindon, UT
• 05/2022 → Present
  Dreambuilders Star Llc
  Houston, TX
• 01/2023 → Present
  Dream Builder Financial
  Houston, TX
• 10/2024 → Present
  Inheritguard Llc
  Sheridan, WY

Previous Registrations

• 2011-07-19 → 2012-01-06
  Investment Advisors International, Inc.
  Houston, TX

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Dreambuilders Star LLC / 0522-Present / Investment Related: No / 10735 Mandavilla Dr. Houston, TX 77095 / President / Manage Office Property / Hrs. Work Monthly: 10 / Sec Trading Hrs: 1 / Check periodic reports on office plug-ins, paying monthly office rents, negotiate and renew lease Agreement whenever needed. LSPN Pro, LLC / 0721-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Independent Rep / Estate Planning Services / Hrs. Work Monthly: 3 / Sec Trading Hrs.: 1 / Client communications, Marketing, and referring clients 1)FAMILY REAL ESTATE; 08/01/2015; YES RELATED; 10735 MANDAVILLE DR, HOUSTON, TX 77095; FAMILY PERSONAL RENTAL PROPERTY. I'M THE JOINT OWNER OF THE PROPERTY. NOT INVOLVED IN SOLICITING RENTERS OR MANAGING THE PROPERTY FOR NOW BUT MAYBE IN THE FUTURE. .5 HRS/MO; 0 TRADING; IN THE FUTURE, SOLICIT RENTERS AND MANAGE PROPERTY. INHERITGUARD LLC POSITION: None NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 30 N Gould Street, Ste 41954, Sheridan WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS BENEFIT MALL / 0204-Present / Investment Related: Yes / Dallas, TX / INDEPENDENT CONTRACTOR / NA/ Hrs. Work Monthly: 0 / Sec Trading Hrs.: 0 / NA Dream Builder Financial / Emp Dates / Investment Related: Yes / Houston, TX / Position / NA / Hrs. Work Monthly: 0 / Sec Trading Hrs.: 0 /NA

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-01
• S63 Uniform Securities Agent State Law Examination
  2004-02-07