Brian
Loiseau

Transamerica Financial Advisors, Inc

CRD#3215821
Investment Advisor
in Englewood, CO

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About this Advisor

Brian Loiseau is a financial advisor based in Englewood, Colorado with a total of 11 years of industry experience. Loiseau is currently employed by Transamerica Financial Advisors, Inc. Over the course of their career, Loiseau has held roles at Wfg, Executive Planning Strategies, Inc, Integrated Tax Advisors, Bldg Capital LLC, Dtc Office Partners, Transamerica Financial Advisors, Inc and Executive Holdings LLC. Loiseau holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado, North Carolina and Texas. Transamerica Financial Advisors, Inc is a financial advisory business that has its headquarters in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 financial advisors. It handles $2 billion in assets under management across its 59,659 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 18 charitable organizations. Of its 59,659 accounts, just 2% belong to high-net-worth investors who have greater than $1 million in investable assets. The business has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management usually vary depending on which services are provided. Fees billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

11 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

Office Location

5350 S. Roslyn Street
Englewood, CO 80111

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

CO Average: 62
Total Number of Accounts

59,659

CO Average: 2,474
Average Account Size

$30,430

CO Average: $750,025

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

Brian Loiseau Work History

Brian has been registered as a financial advisor for 11 years.*

2020 - Present (4 years)

Executive Holdings LLC

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2009 - Present (15 years)

Dtc Office Partners

2002 - Present (22 years)

Executive Planning Strategies, Inc

2001 - Present (23 years)

Wfg

2009 - 2021 (12 years)

Integrated Tax Advisors

2009 - 2021 (12 years)

Bldg Capital LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Loiseau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

James Shoblo
Colorado Springs, CO
William Carlson
Fort Myers, FL
Patrick Dailey
Rancho Santa Margarita, CA
Qi Dong
Plano, TX
Amanda Ryba
San Jose, CA
Julie Sun
Bellevue, WA
Raul Reyes
Woodland Hills, CA
Edward Peterson
Plano, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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