Transamerica Financial Advisors, Inc

Investment Advisor
in Tempe, AZ

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About this Advisor

Thiel Ruperto is an advisor whose office is in Tempe, Arizona. Currently a registered advisor at Transamerica Financial Advisors, Inc, they have gathered 16 years of professional experience as a financial advisor. Ruperto has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Ruperto can work with investors in Arizona. During their career, Ruperto has held roles at World Financial Group, World Group Securities, Stryker Endoscopy, Investment Advisers International, Inc, Loeus Investment LLC, Ruperto Investments LLC, Transamerica Financial Advisors, Inc, World Wide Technology, Inc, Debtmerica and Heartland Institute Of Financial Education. Transamerica Financial Advisors, Inc is located in Tempe, Arizona, and has 304 other offices in the nation. As a registered investment firm, Transamerica Financial Advisors, Inc oversees $973 million in assets across 22,673 client accounts and employs more than 1,274 people. The level of assets currently under the firm's management places it among the bigger investment advisory firms in the United States. The firm manages 8,187 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 2% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Transamerica Financial Advisors, Inc can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Commissions



Office Location

430 W. Warner Rd Suite 123
Tempe, AZ 85284

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management


AZ Average: $1,855,561,029
Total Number of Employees


AZ Average: 62
Total Number of Accounts


AZ Average: 2,474
Average Account Size


AZ Average: $750,025

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Thiel Ruperto Work History

Thiel has 16 years of experience.

2018 - Present (1 year)

The 1 Cbd Source, LLC

2016 - Present (3 years)

Wsb Financial Center, LLC

2016 - Present (3 years)

Healthcare Solutions Team

2014 - Present (5 years)

Heartland Institute Of Financial Education

2014 - Present (5 years)

Everest Funeral

2013 - Present (6 years)


2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2002 - Present (17 years)

World Financial Group

2013 - 2015 (2 years)

World Wide Technology, Inc

2010 - 2012 (2 years)

Investment Advisers International, Inc

2008 - 2011 (3 years)

Loeus Investment LLC

2007 - 2013 (6 years)

Stryker Endoscopy

2006 - 2012 (6 years)

Ruperto Investments LLC

2002 - 2012 (10 years)

World Group Securities


Thiel Ruperto has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Leonard Taylor
Mesa, AZ
Andrew Kom
Burlingame, CA
Aleece Ackerman
Duluth, GA
Lakshmi Goriparthi
Pleasanton, CA
Ric Roman
Pasadena, CA
Nicholas Lancaster
Temecula, CA
Virginia Mondonedo
Laguna Hills, CA
Ryan Wagner
Dayton, OH

This content was compiled from the SEC and FINRA.

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