Yohannes
Worku

Transamerica Financial Advisors, Inc

CRD#6621174
Investment Advisor
in Cedar Rapids, IA

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About this Advisor

Yohannes Worku is a financial advisor based in Cedar Rapids, Iowa, working with Transamerica Financial Advisors, Inc. Yohannes has previously held positions at Transamerica Financial Advisors, Inc, Transamerica, Duplex- Property Owned By Yohannes Worku, Rental Property, and Wgfia. Yohannes has passed the Series 66 regulatory exam and is registered to provide services in Georgia, Iowa, New Jersey, Pennsylvania, and Virginia. Currently, Yohannes is part of Transamerica Financial Advisors, Inc, which operates out of Cedar Rapids, Iowa. 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 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

6400 C St Sw
Cedar Rapids, IA 52499

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

IA Average: 62
Total Number of Accounts

45,001

IA Average: 2,474
Average Account Size

$35,987

IA Average: $750,025

Investment Advisory Services

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

Yohannes Worku Work History

2018 - Present (6 years)

Rental Property

2016 - Present (8 years)

Transamerica Financial Advisors, Inc

2016 - Present (8 years)

Wgfia

2009 - Present (15 years)

Transamerica

2008 - Present (16 years)

Duplex- Property Owned By Yohannes Worku

2008 - Present (16 years)

Rental Property

Disclosures

Please visit the SEC profile of Yohannes Worku 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
Yancey Mbolda
Houston, TX
Sergio Xula
Villa Park, IL
Jonathan Fonash
Cedar Rapids, IA
Angel Vidal
Port Jefferson Station, NY
Gregory Clingerman
Dayton, OH
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.

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