Victor Wallace Champney

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

• 09/2007 → Present
  World Financial Group
  East Dundee, IL
• 06/2002 → Present
  Self
  Woodstock, IL
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  East Dundee, IL
• 02/2013 → Present
  The Utc Tax Busters
  Rolling Meadows, IL
• 08/2024 → Present
  Inheritguard, Llc
  Sheridan, WY

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. I CURRENTLY RUN A MUSIC STUDIO, AND PROVIDE MUSIC LESSONS/INSTRUCTION. THIS IS DONE UNDER THE BUSINESS NAME OF VICTOR CHAMPNEY. I ALSO RECIEVE INCOME FROM PLAYING IN A MUSICAL BAND. THE UTC TAX BUSTERS,3501 ALGONQUIN ROAD,SUITE 290A, ROLLING MEADOWS IL 60008, NON INVESTMENT RELATED, START DATE 02/10/2013,DATA ENTRY, 40HRS PER MONTH INHERITGUARD, LLC POSITION: NOT APPLICABLE/NONE NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/12/2024 ADDRESS: 30 N Gould Street, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATE PLANNING ISSUES, SCHEDULE APPOINTMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-27
• S63 Uniform Securities Agent State Law Examination
  2009-02-05
• S66 Uniform Combined State Law Examination
  2008-09-09

Other Names

• Victor Champney