Karen
Ahn

Transamerica Financial Advisors, Inc

CRD#6650614
Investment Advisor
in Draper, UT

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About this Advisor

Karen Ahn is a financial advisor who works out of Draper, Utah, who has 12 years of experience as a financial advisor. Ahn is an employee of Transamerica Financial Advisors, Inc. Their career trajectory has included roles at High Calling, Inc, Transamerica Financial Advisors, Inc, Beautiful Church, World Financial Group, Inc and Norcross First United Methodist Church. Ahn has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Utah. Transamerica Financial Advisors, Inc is a registered investment firm that has its headquarters in Draper, Utah. The investment advisory business has offices in 304 locations and a total of 1,274 employees. It manages $973 million in total assets between its 22,673 client accounts, making it one of the bigger firms in the nation by assets under management. Of its 22,673 accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets. Transamerica Financial Advisors, Inc 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. Fees charged by financial advisors vary depending on which service is offered. Fees billed by Transamerica Financial Advisors, Inc likely are comprised of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

12 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, Commissions

Disclosures

No

Office Location

12217 S. Lone Peak Pkwy. Suite 150
Draper, UT 84020

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

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

1,271

UT Average: 62
Total Number of Accounts

45,703

UT Average: 2,474
Average Account Size

$22,222

UT Average: $750,025

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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

Karen Ahn Work History

Karen has 12 years of experience.

2017 - Present (2 years)

High Calling, Inc

2016 - Present (3 years)

Transamerica Financial Advisors, Inc

2014 - Present (5 years)

World Financial Group, Inc

2013 - 2015 (2 years)

Norcross First United Methodist Church

2006 - 2011 (5 years)

Beautiful Church

Disclosures

Karen Ahn has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Leonard Taylor
Mesa, AZ
Andrew Kom
Burlingame, CA
Aleece Ackerman
Duluth, GA
Lakshmi Goriparthi
Pleasanton, CA
Ric Roman
Pasadena, CA
Nicholas Lancaster
Temecula, CA
Virginia Mondonedo
Laguna Hills, CA
Ryan Wagner
Dayton, OH

This content was compiled from the SEC and FINRA.

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