Mark
Onstott

Transamerica Financial Advisors, Inc

CRD#3085028
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Mark Onstott is a financial advisor who works in Colorado Springs, Colorado with a total of 10 years of industry experience. Onstott is currently employed by Transamerica Financial Advisors, Inc. Their career trajectory has included roles at World Financial Group, Celtic Health Insurance, Investment Property, Assurant Health Insurance, Anthem Blue Cross, Debtmerica, Transamerica Financial Advisors, Inc, Team Chosen Financial, LLC, Colorado Choice Health Plans and Team Chosen Financial LLC. Onstott maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Colorado. Transamerica Financial Advisors, Inc is an advisory company that has its headquarters in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 people on staff. It handles $2 billion in assets between its 59,659 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 18 charities and foundations. Of its 59,659 customer accounts, just 2% belong to high-net-worth investors who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc provides 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. Financial management fees typically depend on the type of financial services. Fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 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

5525 N Union Blvd # 200
Colorado Springs, CO 80918

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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

Mark Onstott Work History

Mark has been registered as a financial advisor for 10 years.*

2020 - Present (4 years)

Team Chosen Financial LLC

2016 - Present (8 years)

Colorado Choice Health Plans

2014 - Present (10 years)

Team Chosen Financial, LLC

2012 - Present (12 years)

Debtmerica

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2008 - Present (16 years)

Assurant Health Insurance

2008 - Present (16 years)

Anthem Blue Cross

2001 - Present (23 years)

World Financial Group

2005 - 2014 (9 years)

Celtic Health Insurance

2005 - 2023 (18 years)

Investment Property

*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 Mark Onstott 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

Qi Dong
Plano, TX
Tarl Reynoso
Orem, UT
David Winn
Bridgeport, MI
Raul Reyes
Woodland Hills, CA
Karen Ahn
Draper, UT
James Shoblo
Colorado Springs, CO
Chad Tacia
San Antonio, TX
Diego Conejo
Pasadena, CA

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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