Mark
Massen
Transamerica Financial Advisors, Inc
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About this Advisor
Mark Massen is a certified financial planner operating out of Columbus, Ohio with a total of 11 years of relevant experience. Massen works at Transamerica Financial Advisors, Inc. Throughout their career, they have worked at Capa, World Financial Group, Nationwide Health Plan/Dodd Brokerage, Amspirit, New World Cooperation, LTD, Mark Massen, Consulting, National Benefit Advisory Assn, Delaware Area Career Center, Central Ohio Technical College, Franklin University and Transamerica Financial Advisors, Inc. Massen holds a Series 63 license, qualifying them as a securities broker, and can advise clients in Ohio. Transamerica Financial Advisors, Inc is an advisory business that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 financial advisors. It manages $2 billion in assets among its 59,659 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 18 charities and foundations. Of its 59,659 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc offers a broad range of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees usually depend on which services the firm provides the client. However, fees billed 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
Mark Massen Work History
Mark has been registered as a financial advisor for 11 years.*
Franklin University
Transamerica Financial Advisors, Inc
National Benefit Advisory Assn
New World Cooperation, LTD
Nationwide Health Plan/Dodd Brokerage
Amspirit
World Financial Group
Mark Massen, Consulting
Capa
Central Ohio Technical College
Delaware Area Career Center
*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 Mark Massen 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
San Jose, CA
San Antonio, TX
Braintree, MA
Orem, UT
Pasadena, CA
Bellevue, WA
San Antonio, TX
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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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.
