Anton Joseph Halka

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

• 03/2007 → 09/2022
  Allstate Insurance Co
  Irvine, CA
• 06/2008 → 09/2022
  Allstate Financial Advisors, Llc
  Irvine, CA
• 11/2023 → Present
  Transamerica Financial Advisors, Inc
  Scottsdale, AZ
• 11/2023 → Present
  Wfgia
  Scottsdale, AZ
• 03/2023 → 11/2023
  Total Wine And More
  Phoenix, AZ
• 11/2013 → 10/2022
  Halka Insurance Services
  Culver City, CA
• 10/2022 → 03/2023
  Travel
  Huntington Beach, CA

Previous Registrations

• 2008-06-25 → 2022-09-29
  Allstate Financial Advisors, Llc
  Irvine, CA
  Culver City, CA
• 2005-10-31 → 2007-03-21
  Osaic Services, Inc.
  Phoenix, AZ
  Scottsdale, AZ
  Phoenix, AZ
• 2002-02-04 → 2005-10-31
  Sunamerica Securities, Inc.
  Phoenix, AZ

Other Businesses

As employee of Transamerica Financial Advisors, may perform home office functions for other business units

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-22
• S63 Uniform Securities Agent State Law Examination
  1994-11-09

Other Names

• Anton J Halka