Jeremiah
Schalk

Transamerica Financial Advisors, Inc

CRD#6904933
Investment Advisor
in Cincinnati, OH

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About this Advisor

Jeremiah Schalk is a financial advisor based in Cincinnati, Ohio, working with Transamerica Financial Advisors, Inc. Jeremiah has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Schalk Business And Financial Services, Amazon, Inc, Legacy Shield, Wealthwave, and Net Law Group, Inc. Jeremiah is registered to provide services in Ohio. Currently, Jeremiah is part of Transamerica Financial Advisors, Inc, which operates out of Cincinnati, Ohio. 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.

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

11421 Chester Road
Cincinnati, OH 45246

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

OH Average: 62
Total Number of Accounts

45,001

OH Average: 2,474
Average Account Size

$35,987

OH Average: $750,025

Investment Advisory Services

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

Jeremiah Schalk Work History

2023 - Present (2 years)

Net Law Group, Inc

2022 - Present (3 years)

Wealthwave

2021 - Present (4 years)

Legacy Shield

2020 - Present (5 years)

Amazon, Inc

2018 - Present (7 years)

Transamerica Financial Advisors, Inc

2016 - Present (9 years)

World Financial Group, Inc

2014 - 2017 (3 years)

Schalk Business And Financial Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jeremiah Schalk 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

Jonathan Fonash
Cedar Rapids, IA
Jason Nunez
Dallas, TX
Sergio Xula
Villa Park, IL
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Lawrence Okechukwu
Houston, 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.

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