Karen
Ahn
Transamerica Financial Advisors, Inc
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About this Advisor
Karen Ahn is a financial advisor operating out of Draper, Utah with 7 years of relevant experience. Ahn works at Transamerica Financial Advisors, Inc. Ahn has gained experience at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Norcross First United Methodist Church, High Calling, Inc and Kellogg Insurance Marketing. Ahn maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Utah. Transamerica Financial Advisors, Inc is a financial advisory firm operating out of Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 people on staff. It handles $2 billion in assets under management across its 59,659 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 18 charitable organizations. Of its 59,659 accounts, just 2% are held by high-net-worth investors who have at least $1 million in investable assets. The firm 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 for financial management depend on which services are provided. 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
Karen Ahn Work History
Karen has been registered as a financial advisor for 7 years.*
Kellogg Insurance Marketing
High Calling, Inc
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Norcross First United Methodist Church
*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 Karen Ahn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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