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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2018-05-01 |
Branch Locations
2000 Center Dr, Suite East C209, Hoffman Estates, IL 60192 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Rolling Meadows | IL | 03/2017 | 04/2017 |
| Transamerica Financial Advisors, Inc | Rolling Meadows | IL | 06/2017 | Present |
| World Financial Group, Inc. | Rolling Meadows | IL | 10/2016 | Present |
| Vw Credit Inc | Libertyville | IL | 03/2003 | 07/2016 |
| Unemployed | Beach Park | IL | 07/2016 | 10/2016 |
| Make Corporation | Oakbrook Terrace | IL | 07/2017 | 12/2018 |
| Accounting Principles | Deerfield | IL | 03/2020 | 03/2020 |
| Trusted Senior Specialist Llc | Houston | TX | 10/2021 | 09/2022 |
| Devoted Health Inc. | Eagan | MN | 11/2021 | 09/2022 |
| Senior Strategies Group Inc | Gurnee | IL | 10/2022 | 03/2025 |
| Prime Planners Inc | Chicago | IL | 03/2025 | Present |
| Trinity Christian Center | Zion | IL | 03/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. PRIME PLANNERS INC POSITION: Agent / Referral Partner NATURE: Health Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/24/2025 ADDRESS: 6859 W Addison Street, Chicago IL 60634, United States DESCRIPTION: Refer Medicare eligible individuals and others requiring health insurance to Prime Planners. TRINITY CHRISTIAN CENTER POSITION: Board Member NATURE: Religious Organization INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 03/25/2025 ADDRESS: 2600 Lewis Ave, Zion IL 60099, United States DESCRIPTION: Trinity Christian CenterDeacon Ministry Assignments2 Timothy 2:2b "Entrust to reliable men this trust of the gospel, who will also be qualified to teach others." General Assignments Faithfully attend and complete all assignments for monthly board meetings Weekly assist Pastor in ministry to the body (prayer, encouragement, vision-casting, follow-up) Periodically lead and fill the pulpit in Pastor's absence. Intentionally create a spirit of love, acceptance and unity in the church Faithfully administer your "serving gift" into the church body and encourage others to do likewise. Build and facilitate a strong team spirit with Pastor and fellow deacons Work with Pastor to develop a well-rounded, balanced, and effective ministry of the church facilities, ministries, and flock (guide, guard, govern). Be undershepherds to the pastor and assist in areas deemed necessary (counseling, crisis, correcting, funerals, representing Trinity, special functions). Take the lead in promoting and communicating Trinity's vision and core values. Be diligent in monthly lock-up schedule. Faithfully attend and prepare to lead your Saturday night prayer opportunity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-08 |
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