Karen
Zicht

Transamerica Financial Advisors, Inc

CRD#5621873
Investment Advisor
in Olathe, KS

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About this Advisor

Karen Zicht is a financial advisor based in Olathe, Kansas who has 9 years of industry experience. Zicht is currently employed by Transamerica Financial Advisors, Inc. During their career, Zicht has held roles at Zicht Wealth Management, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Independent Financial Partners, Lpl Financial, LLC, Publix Supermarkets, Ziad Jabara Cpa, P.A and Us Health Advisors. Zicht maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Kansas. Transamerica Financial Advisors, Inc is a firm operating out of Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 advisors. It administers $2 billion in total assets among its 59,659 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 18 charities and foundations. Of its 59,659 accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets. Transamerica Financial Advisors, Inc has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules largely depend on which service is provided. However, fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

2111 East Crossroads Lane Suite. 204-C
Olathe, KS 66062

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

KS Average: 62
Total Number of Accounts

59,659

KS Average: 2,474
Average Account Size

$30,430

KS 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

Karen Zicht Work History

Karen has been registered as a financial advisor for 9 years.*

2023 - Present (1 year)

Ziad Jabara Cpa, P.A

2014 - Present (10 years)

Transamerica Financial Advisors, Inc

2014 - Present (10 years)

World Financial Group, Inc

2017 - 2017 (< 1 year)

Publix Supermarkets

2016 - 2016 (< 1 year)

Us Health Advisors

2012 - 2014 (2 years)

Zicht Wealth Management

2011 - 2014 (3 years)

Independent Financial Partners

2011 - 2014 (3 years)

Lpl Financial, 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 Karen Zicht 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
Julie Sun
Bellevue, WA
Qi Dong
Plano, TX
Karen Ahn
Draper, UT
Shih-Sheng Li
Milpitas, CA
Amanda Ryba
San Jose, CA
David Winn
Bridgeport, MI
Michael Burns
Braintree, MA

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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