Gregory
Kapp
Transamerica Financial Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Gregory Kapp is a financial advisor who works in Orlando, Florida with 8 years of relevant experience. Kapp is an employee of Transamerica Financial Advisors, Inc. Their career trajectory has included roles at World Financial Group, Transamerica Financial Advisors, Inc, All For One and D.E.F.I.N.E. Kapp holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida, New Jersey, North Carolina and Texas. Transamerica Financial Advisors, Inc is an advisory business operating out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 people on staff. It controls $2 billion in assets between its 59,659 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 18 charities and foundations. Of its 59,659 accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets. Transamerica Financial Advisors, Inc performs 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 typically vary depending on which services are offered. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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
Gregory Kapp Work History
Gregory has been registered as a financial advisor for 8 years.*
Transamerica Financial Advisors, Inc
D.E.F.I.N.E
World Financial Group
All For One
*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 Gregory Kapp 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
Irvine, CA
Colorado Springs, CO
Bridgeport, MI
Rancho Santa Margarita, CA
Pasadena, CA
Plano, TX
San Antonio, TX
Woodland Hills, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
