Katrina Reyes Rollan

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

• 03/2015 → Present
  Transamerica Financial Advisors
  Newark, CA
• 07/2009 → Present
  Wfgia
  Newark, CA
• 09/2015 → 12/2016
  Campus Debt
  Fort Lauderdale, FL
• 06/2019 → 07/2019
  Caaps & Caaps Foundation
  Sacramento, CA
• 01/2020 → 03/2022
  Debtmerica
  Santa Ana, CA
• 09/2014 → 12/2021
  Axianta Financial Partners Norcal Llc.
  Newark, CA
• 01/2021 → Present
  Crl & Butlers Corporation
  Orlando, FL
• 08/2021 → 12/2025
  Wfg Direct
  Newark, CA
• 12/2023 → 07/2024
  Lspn Pro, Llc
  Lindon, UT
• 02/2025 → Present
  Mj Marketing Llc
  San Jose, CA
• 08/2025 → Present
  Highpwr Llc
  San Francisco, CA

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). CRL & Butlers Corporation / 0121-Present / Investment Related: No /2295 S Hiawassee Road, Suite 100B, Orlando FL 32835 / President / Paying -Rent Assistant / Hrs Work Monthly: 2 / Sec Trading Hrs: 2 /Corporation is used for the purposes of Paying rent and assistant. MJ MARKETING LLC POSITION: Independent Contractor NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 02/17/2025 ADDRESS: 1602 Deluca Drive, San Jose CA 95131, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATE PLANNING ISSUES, SCHEDULE APPOINTMENTS. HIGHPWR LLC POSITION: Member NATURE: Food Service INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2025 ADDRESS: 455 MARKET ST, STE 1940 #379465, SAN FRANCISCO CA 94105, United States DESCRIPTION: My husband open an LLC as he is planning to expand their family restaurant business and open his own location. He needed an LLC to submit to the Landlord and for obtaining permits. He has 100% ownership of this LLC. I am just a member of the LLC and my role is very limited, just support. Restaurant has not opened yet. Construction has not started. He plans to open his store in December.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-07
• S63 Uniform Securities Agent State Law Examination
  2015-06-15

Other Names

• Chin Reyes Rollan