Donald
Braun

Transamerica Financial Advisors, Inc

CRD#3256589
Investment Advisor
in South Jordan, UT

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About this Advisor

Donald Braun is a financial advisor working out of South Jordan, Utah with 8 years of industry experience. Braun is on the advisory team at Transamerica Financial Advisors, Inc. During their career, Braun has held roles at Beehive Auto, Inc, World Financial Group, Inc, Transamerica Financial Advisors, Inc, Beehive Real Holdings Inc, Managed Wealth Financial, Wealthwave, Awesome Benefit Advisors and Awesome Insurance. Braun maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina and Utah. Transamerica Financial Advisors, Inc is a business operating out of Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 financial advisors. It oversees $2 billion in assets between its 59,659 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 18 charitable organizations. Of its 59,659 client accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules are based on which service is offered. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

10653 S. River Front Pkwy. Suite 100 And 180
South Jordan, UT 84095

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

UT Average: 62
Total Number of Accounts

59,659

UT Average: 2,474
Average Account Size

$30,430

UT Average: $750,025

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

Donald Braun Work History

Donald has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Managed Wealth Financial

2015 - Present (9 years)

Wealthwave

2014 - Present (10 years)

Transamerica Financial Advisors, Inc

2012 - Present (12 years)

World Financial Group, Inc

2016 - 2018 (2 years)

Awesome Benefit Advisors

2015 - 2016 (1 year)

Awesome Insurance

2006 - 2017 (11 years)

Beehive Real Holdings Inc

2004 - 2017 (13 years)

Beehive Auto, Inc

*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 Donald Braun 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

Karen Ahn
Draper, UT
Tarl Reynoso
Orem, UT
Edward Peterson
Plano, TX
Qi Dong
Plano, TX
Chad Tacia
San Antonio, TX
James Shoblo
Colorado Springs, CO
Raul Reyes
Woodland Hills, CA
David Winn
Bridgeport, MI

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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