Kendra S Burgon

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

• 03/2023 → Present
  Transamerica Financial Advisors, Inc
  So. Jordan, UT
• 12/2021 → Present
  Wfgia
  So. Jordan, UT
• 02/2009 → 12/2021
  Homemaker
  Midvale, UT
• 12/2021 → Present
  Managed Wealth Financial
  South Jordan, UT
• 09/2023 → Present
  Wealthwave
  South Jordan, UT
• 04/2024 → 11/2024
  Pratt And Lafever Corporation
  Kaysville, UT
• 08/2025 → Present
  Silver Mesa Pta
  Sandy, UT
• 10/2025 → Present
  Beach Boss Influencers
  Newburgh, IN

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WEALTHWAVE POSITION: NA NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 09/30/2023 ADDRESS: 10653 S Riverfront Parkway Suite 100, South Jordan UT 84095, United States DESCRIPTION: WFG Co-Brand MANAGED WEALTH FINANCIAL POSITION: NA NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 6 START DATE: 12/05/2021 ADDRESS: 10653 S Riverfront Parkway Suite 100, South Jordan UT 84095, United States DESCRIPTION: WFG Co-Brand SILVER MESA PTA POSITION: President NATURE: Board memeber INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2025 ADDRESS: 8920 S 1700 E, Sandy UT 84093, United States DESCRIPTION: Delegate and watch over all the activities and make sure all the budget is done correctly. BEACH BOSS INFLUENCERS POSITION: referral partner NATURE: Sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/16/2025 ADDRESS: 4311 Foxmoor Dr, Newburgh IN 47630, United States DESCRIPTION: Referral partner

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-24
• S63 Uniform Securities Agent State Law Examination
  2023-06-22

Other Names

• Kendra Sue Horrocks