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Transamerica Financial Advisors, LLC CRD 16164
$2.11B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-26 |
Branch Locations
2277 Mn Highway 36 Suite 245, Roseville, MN 55113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Rossville | MN | 12/2020 | Present |
| Wfgia | Rossville | MN | 05/2019 | Present |
| Homemaker | Dellwood | MN | 09/2012 | 05/2019 |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-08 |
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