Douglas
Kossel
Transamerica Financial Advisors, Inc
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About this Advisor
Douglas Kossel is a financial advisor who works out of Cincinnati, Ohio with 11 years of industry experience. Kossel is currently employed by Transamerica Financial Advisors, Inc. Over the course of their career, Kossel has held roles at Kossel And Associates Inc, Wfg, Baptist Minister- Evangelist, Kossel And Associates Sp, Us Army Reserves, Assurant Health Insurance, Transamerica Financial Advisors, Inc, Baptist International Leadership Development Ministry, Eastgate Baptist Church and Pastor For Faith Baptist Church. Kossel has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. Transamerica Financial Advisors, Inc is a financial advisory business operating out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 advisors. It controls $2 billion in assets under management across its 59,659 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 18 charities and foundations. Of its 59,659 customer accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company performs a diverse array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on the financial services provided. Fees 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
Douglas Kossel Work History
Douglas has been registered as a financial advisor for 11 years.*
Pastor For Faith Baptist Church
Transamerica Financial Advisors, Inc
Baptist International Leadership Development Ministry
Wfg
Kossel And Associates Sp
Kossel And Associates Inc
Eastgate Baptist Church
Assurant Health Insurance
Baptist Minister- Evangelist
Us Army Reserves
*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 Douglas Kossel 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
Bellevue, WA
San Antonio, TX
Milpitas, CA
San Jose, CA
Pasadena, CA
Fort Myers, FL
San Antonio, TX
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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