Chimtuo Kate Ofomata

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

• 05/2016 → Present
  Transamerica Financial Advisors, Inc
  Houston, TX
• 12/2010 → Present
  Wfgia
  Houston, TX
• 01/2015 → 10/2016
  United Healthcare
  Indianapolis, IN
• 07/2020 → Present
  Chosen J-X Incorporated
  Houston, TX
• 10/2020 → 01/2025
  United Health Care
  Minnetonka, MN
• 10/2020 → 01/2025
  Devoted Health Inc
  Waltham, MA
• 09/2023 → Present
  Amazing Grace Pharmacy
  Missouri City, TX
• 02/2024 → Present
  Transamerica Employee Benefits
  Cedar Rapids, IA
• 02/2025 → Present
  Legacyshield Solutions, Inc
  Woburn, MA
• 02/2014 → Present
  World System Builders (Wsb)
  Alviso, CA

Other Businesses

"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." WSB- co-brand utilized by WFG agents (not a WFG company)- not an employee or an officer/director, no compensation. World System Builders (WSB) | YES - INVESTMENT RELATED | 02/01/2014 | 2099 GOLD STREET, ALVISO, CA 95002 | MARKETING |CO-BRAND COMPANY Chosen J-X Incorporated / 0720-Present / Investment Related: No / 13192 Houston, TX 77072 / Pharmacist -Medical Admin / Hrs Work Monthly: 80 / Sec Trading Hrs: 0 / Review client medical charts, physician orders and medications AMAZING GRACE PHARMACY POSITION: Pharmacist NATURE: Pharmacy INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 4 START DATE: 09/07/2023 ADDRESS: 1965 Texas Parkway, Missouri City TX 77489, United States DESCRIPTION: Pharmacist-fill prescriptions, answer patients questions related to medications, communicate with doctors offices regarding patients medications. TRANSAMERICA EMPLOYEE BENEFITS POSITION: Agent NATURE: Employee Group Benefits INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 2 START DATE: 02/05/2024 ADDRESS: 6400 C Street SW, Cedar Rapids IA 52499, United States DESCRIPTION: Provide employee group benefits LEGACYSHIELD SOLUTIONS, INC POSITION: none NATURE: Estate Plans (trust and wills) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/17/2025 ADDRESS: 1 Linscott Rd, Woburn MA 01810, United States DESCRIPTION: Refer clients that need estate planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-04
• S63 Uniform Securities Agent State Law Examination
  2016-07-14

Other Names

• Chimtuo Igbokwe