August
Hardee

Transamerica Financial Advisors, Inc

CRD#6183376
Investment Advisor
in Fishers, IN

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About this Advisor

August Hardee is a financial advisor based in Fishers, Indiana, working with Transamerica Financial Advisors, Inc. August has previously held positions at A. M. Hardee & Associates, LLC, Transamerica Financial Advisors, Inc, Wfgia, 21St Amendment, Net Law Inc, Naifa-Indiana, Wealthwave, Star Benefit Associates, Inc, National Association Of Insurance And Financial Advisors Indiana, and Charles Schwab & Co., Inc. August has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, August is part of Transamerica Financial Advisors, Inc, which operates out of Fishers, Indiana. 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 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

14074 Trade Center Drive Suite 114
Fishers, IN 46038

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

IN Average: 62
Total Number of Accounts

45,001

IN Average: 2,474
Average Account Size

$35,987

IN Average: $750,025

Investment Advisory Services

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

August Hardee Work History

2023 - Present (1 year)

Star Benefit Associates, Inc

2020 - Present (4 years)

Net Law Inc

2017 - Present (7 years)

Wealthwave

2016 - Present (8 years)

Transamerica Financial Advisors, Inc

2016 - Present (8 years)

Wfgia

2013 - Present (11 years)

A. M. Hardee & Associates, LLC

2022 - 2023 (1 year)

Naifa-Indiana

2022 - 2023 (1 year)

National Association Of Insurance And Financial Advisors Indiana

2013 - 2015 (2 years)

Charles Schwab & Co., Inc

2007 - 2015 (8 years)

21St Amendment

Disclosures

Please visit the SEC profile of August Hardee 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

Gregory Clingerman
Dayton, OH
Yancey Mbolda
Houston, TX
Junwei Liu
West Covina, CA
Robin Corley
Falls Church, VA
Angel Vidal
Port Jefferson Station, NY
Donald Coombs
Concord, CA
Sergio Xula
Villa Park, IL
Stephen Short
Ontario, CA

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