Curtis
Krieger

Transamerica Financial Advisors, Inc

CRD#7245904
Investment Advisor
in Hurricane, UT

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About this Advisor

Curtis Krieger is a financial advisor based in Hurricane, Utah, working with Transamerica Financial Advisors, Inc. Curtis has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Krieger & Cook, Inc, Cpk, Inc, Cc Distribution, Inc, Big Kahuna Fundraising, Lcb Estates LLC, Lcb LLC, Kinetic Investment, LLC, Stem2Win, LLC, and Uraise LLC. Curtis has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas and Utah. Currently, Curtis is part of Transamerica Financial Advisors, Inc, which operates out of Hurricane, Utah. 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 selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

52 S. 850 W. Suite 103-A
Hurricane, UT 84737

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

UT Average: 62
Total Number of Accounts

45,001

UT Average: 2,474
Average Account Size

$35,987

UT Average: $750,025

Investment Advisory Services

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

Curtis Krieger Work History

2020 - Present (4 years)

Transamerica Financial Advisors, Inc

2019 - Present (5 years)

World Financial Group, Inc

2019 - Present (5 years)

Krieger Amp; Cook, Inc

2019 - Present (5 years)

Stem2Win, LLC

2018 - Present (6 years)

Lcb Estates LLC

2018 - Present (6 years)

Kinetic Investment, LLC

2012 - Present (12 years)

Cc Distribution, Inc

2012 - Present (12 years)

Lcb LLC

2005 - Present (19 years)

Cpk, Inc

2019 - 2019 (< 1 year)

Uraise LLC

2016 - 2018 (2 years)

Big Kahuna Fundraising

Disclosures

Please visit the SEC profile of Curtis Krieger 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

Khaled Mheisen
Troy, MI
Junwei Liu
West Covina, CA
Jennifer Lewis
Cincinnati, OH
Yancey Mbolda
Houston, TX
Angel Vidal
Port Jefferson Station, NY
Stephen Short
Ontario, CA
Matthew Taske
Cincinnati, OH
Tao Zhang
Morrisville, NC

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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