Robert
Bering

Transamerica Financial Advisors, Inc

CRD#2865800
Investment Advisor
in Fishers, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Bering is a financial advisor based in Fishers, Indiana, working with Transamerica Financial Advisors, Inc. Robert has previously held positions at Titan Payroll Service LLC, Transamerica Financial Advisors, Inc, Wfgia, Bering Cpa Firm, LLC, and West Side Chamber Of Commerce, Inc. Robert has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Indiana. Currently, Robert 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 65, Series 63, Personal Financial Specialist

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

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

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

Robert Bering Work History

2024 - Present (0 year)

Titan Payroll Service LLC

2021 - Present (3 years)

Transamerica Financial Advisors, Inc

2019 - Present (5 years)

Wfgia

1997 - Present (27 years)

Bering Cpa Firm, LLC

2010 - 2023 (13 years)

West Side Chamber Of Commerce, Inc

Disclosures

Please visit the SEC profile of Robert Bering 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

Derek Thompson
New York, NY
Sergio Xula
Villa Park, IL
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Jason Nunez
Dallas, TX
Robin Corley
Falls Church, VA
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.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started