Melissa
Kahler
Transamerica Financial Advisors, Inc
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About this Advisor
Melissa Kahler is a financial advisor working in Las Vegas, Nevada who has 1 year of relevant experience. Kahler is an employee of Transamerica Financial Advisors, Inc. During their career, Kahler has held roles at Transamerica Financial Advisors, Inc, Benefit Solutions Group, LLC, Colonial Life, American Income Life, Nevada State Bank, Mamp;T Bank, Melissa Kahler Admin Services, World Financial Group, Net Law Group, Wealthwave, M&T Bank and M&T Securities. Kahler holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Nevada. Transamerica Financial Advisors, Inc is a company operating out of Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 people on staff. It administers $2 billion in assets under management across its 59,659 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 18 charities and foundations. Of its 59,659 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Transamerica Financial Advisors, Inc provides a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees largely are based on which services the firm provides the client. However, fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Melissa Kahler Work History
Melissa has been registered as a financial advisor for 1 years.*
Colonial Life
Transamerica Financial Advisors, Inc
Benefit Solutions Group, LLC
World Financial Group
Wealthwave
Net Law Group
Melissa Kahler Admin Services
Colonial Life
American Income Life
Nevada State Bank
M&T Securities
Mamp;T Bank
M&T Bank
*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 Melissa Kahler 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
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Orem, UT
Irvine, CA
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Colorado Springs, CO
Bridgeport, MI
Plano, TX
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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