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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Houston | TX | 07/2026 | Present |
| World Financial Group Insurance Agency | Houston | TX | 07/2020 | Present |
| Houston Southwest Realty | Sugar Land | TX | 05/2020 | 05/2022 |
| Homemaker | Sugar Land | TX | 07/2016 | 10/2018 |
| Sakz Investment Llc | Sugar Land | TX | 10/2018 | Present |
| Wu&Hu Texas Llc | Sugar Land | TX | 12/2025 | Present |
| Sakz Consulting Inc. | Sugar Land | TX | 11/2024 | Present |
| Personal Rental Property | San Diego | CA | 05/2025 | Present |
Name: SAKZ Investment LLC / Investment Related - No / Date: 10:2018 / Hrs (Month): 10 / Hrs (Day): 0 / Activity: Overlook family owned rental properties which are mostly managed by a property management company Name: Wu&HU Texas LLC / Investment Related - No / Date: 12:2025 / Hrs (Month): 100 / Hrs (Day): 4 / Activity: Tax planning, social security and retirement planning, education planning Name: SAKZ Consulting Inc. / Investment Related - No / Date: 11:2024 / Hrs (Month): 10 / Hrs (Day): 0 / Activity: Manage the bookeeping, accounting and tax filing tasks. Name: Personal Rental Property / Investment Related - No / Date: 05:2025 / Hrs (Month): 1 / Hrs (Day): 0 / Activity: Contact person with the property management company, manage bookkeeping and file tax return Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC.
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