Bryan
Messick

Transamerica Financial Advisors, Inc

CRD#7440856
Investment Advisor
in Englewood, CO

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About this Advisor

Bryan Messick is a financial advisor based in Englewood, Colorado, working with Transamerica Financial Advisors, Inc. Bryan has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Prestige Real Estate Group Colorado LLC, Keller Williams Realty, Netlaw Group Inc, Bolt Solutions, Inc Dba Bolt Insurance Agency, and New View Investments LLC. Bryan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, Bryan is part of Transamerica Financial Advisors, Inc, which operates out of Englewood, Colorado. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

9200 E. Mineral Avenue Penthouse Suite 400
Englewood, CO 80112

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

CO Average: 62
Total Number of Accounts

45,001

CO Average: 2,474
Average Account Size

$35,987

CO Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Bryan Messick Work History

2021 - Present (3 years)

Transamerica Financial Advisors, Inc

2021 - Present (3 years)

Netlaw Group Inc

2021 - Present (3 years)

Bolt Solutions, Inc Dba Bolt Insurance Agency

2021 - Present (3 years)

New View Investments LLC

2019 - Present (5 years)

World Financial Group, Inc

2016 - Present (8 years)

Prestige Real Estate Group Colorado LLC

2008 - 2016 (8 years)

Keller Williams Realty

Disclosures

Please visit the SEC profile of Bryan Messick 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

Brandon Moore
Denver, CO
Ryan Serr
South Jordan, UT
Jennifer Lewis
Cincinnati, OH
Steven Smith
Portland, OR
Angel Vidal
Port Jefferson Station, NY
Susan Hattan
Thousand Oaks, CA
Donald Coombs
Concord, CA
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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