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Sofya Blyum-Hundt

Transamerica Financial Advisors, LLC

Madison, WI

CRD 8191763

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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:

Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-11-24
  • WI RA
    APPROVED
    Since 2025-11-24

Branch Locations

2901 W. Beltline Highway Suite 200, Madison, WI 53713 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bad Axe Financial Services Llc Viroqua WI 11/2025 Present
Student Optimum Services Mission Hills CA 05/2026 Present
Vernon Women's Alliance Viroqua WI 05/2026 Present
Bad Axe Financial Services Llc Viroqua WI 11/2025 Present
Student Optimum Services Mission Hills CA 05/2026 Present
Vernon Women's Alliance Viroqua WI 05/2026 Present
Transamerica Financial Advisors Madison WI 11/2025 Present
Wfgia Madison WI 11/2025 Present
Pleasant Ridge Waldorf School Inc. Viroqua WI 03/2023 Present
Pleasant Ridge Waldorf School Inc. Viroqua WI 08/2016 12/2019
Self-Employed Viroqua WI 01/2020 08/2024
Driftless United Futbol Viroqua WI 06/2016 08/2017
Inheritguard, Llc Sheridan WY 01/2026 Present
The Miliare Group Unknown CA 11/2025 Present
Prime Corporate Services, Llc Draper UT 02/2026 Present
  • 11/2025 → Present
    Bad Axe Financial Services Llc
    Viroqua, WI
  • 05/2026 → Present
    Student Optimum Services
    Mission Hills, CA
  • 05/2026 → Present
    Vernon Women's Alliance
    Viroqua, WI
  • 11/2025 → Present
    Bad Axe Financial Services Llc
    Viroqua, WI
  • 05/2026 → Present
    Student Optimum Services
    Mission Hills, CA
  • 05/2026 → Present
    Vernon Women's Alliance
    Viroqua, WI
  • 11/2025 → Present
    Transamerica Financial Advisors
    Madison, WI
  • 11/2025 → Present
    Wfgia
    Madison, WI
  • 03/2023 → Present
    Pleasant Ridge Waldorf School Inc.
    Viroqua, WI
  • 08/2016 → 12/2019
    Pleasant Ridge Waldorf School Inc.
    Viroqua, WI
  • 01/2020 → 08/2024
    Self-Employed
    Viroqua, WI
  • 06/2016 → 08/2017
    Driftless United Futbol
    Viroqua, WI
  • 01/2026 → Present
    Inheritguard, Llc
    Sheridan, WY
  • 11/2025 → Present
    The Miliare Group
    Unknown, CA
  • 02/2026 → Present
    Prime Corporate Services, Llc
    Draper, UT
Other Businesses

Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Pleasant Ridge Waldorf School Inc. 431 East Court Street | Viroqua, WI 54665 Private K-8 school in Viroqua, WI and a 501(c) non-profit incorporated in Wisconsin. It delivers Waldorf elementary education. Business Coordinator Start date 10/2015 130 hours per month, 3 hours per month during securities trading. INHERITGUARD, LLC POSITION: Member NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2026 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. THE MILIARE GROUP POSITION: Representative NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 11/04/2025 ADDRESS: , Unknown CA , United States DESCRIPTION: WFG Co-Brand PRIME CORPORATE SERVICES, LLC POSITION: Referral Partner NATURE: Law Practice INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 02/10/2026 ADDRESS: 14946 S Manilla Dr, Draper UT 84020, United States DESCRIPTION: The activity has not yet began. Ordinarily it would be referring clients needing to establish a trust around their property as a part of the overall financial plan. BAD AXE FINANCIAL SERVICES LLC POSITION: Owner NATURE: Financial Services INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 5 START DATE: 11/06/2025 ADDRESS: S5193 County Road NN, Viroqua WI 54665, United States DESCRIPTION: This business is not separate from my business with WFG. STUDENT OPTIMUM SERVICES POSITION: Referring Agent NATURE: College Loan Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/11/2026 ADDRESS: 15455 San Fernando Mission Blvd, Ste 409, Mission Hills CA 91345, United States DESCRIPTION: I will only be referring clients that need help with paying and managing college loans - only applies to Federal SchoolLoans. Student Optimum Services was established in 2010 out of Los Angeles California with 1 purpose, to assists students infinancial hardship who have been overcharged by federal loan servicers enroll and take advantage of student loanforgiveness programs offered by the U.S. Department of Education. VERNON WOMEN'S ALLIANCE POSITION: Treasurer NATURE: Civic Organization/Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/11/2026 ADDRESS: This volunteer non-profit group has no physical address, Viroqua WI 54665, United States DESCRIPTION: This is a volunteer role that I have been invited to and recommended as the treasurer to replace the outgoing treasurer. This organization is a 501(c)(3) organization that holds two small fundraising events per year and donates a small amount each year to one of the local non profits focused on supporting women and children. My role will involve bookkeeping without an ability to sign checks, as well as reporting to the group monthly on our income and expenses.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-11
S66 Uniform Combined State Law Examination 2024-11-02
  • S65 Uniform Investment Adviser Law Examination
    2025-07-11
  • S66 Uniform Combined State Law Examination
    2024-11-02
Other Names
  • Sofya Blyum

View on SEC IAPD

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