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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 |
|---|---|---|---|
| IA | RA | APPROVED | 2023-12-08 |
| WA | RA | APPROVED | 2023-11-07 |
Branch Locations
6400 C St Sw, Cedar Rapids, IA 52499 • United States
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Seattle | WA | 01/2013 | 09/2023 |
| Wfgia | Cedar Rapids | IA | 09/2023 | Present |
| Transamerica Financial Advisors | Cedar Rapids | IA | 11/2023 | Present |
As an employee of Transamerica Financial Advisors, Inc., may perform home office functions for other business units.
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