Kevin
Glad
Transamerica Financial Advisors, Inc
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About this Advisor
Kevin Glad is a financial advisor working out of South Jordan, Utah who has 11 years of industry experience. Glad is currently employed by Transamerica Financial Advisors, Inc. Their career trajectory has included roles at World Financial Group, Grande Small Business Solutions, Academy Mortgage Co, Transamerica Financial Advisors, Inc, Personal Cheesecakes, No Small Dreams, Primary Residential Mortgage, Helio Training / Neumont University, Heartland Institute Of Financial Education, Workfront, Adobe Inc, Neumont College Of Computer Science and Lspn Pro, LLC. Glad has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Utah. Transamerica Financial Advisors, Inc is a firm that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 employees. It handles $2 billion in assets under management among its 59,659 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 18 charitable organizations. Of its 59,659 customer accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc provides 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 advice depend on which services the firm provides the client. However, fees charged 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,815,425,709
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,235
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
59,659
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$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
Kevin Glad Work History
Kevin has been registered as a financial advisor for 11 years.*
Adobe Inc
Neumont College Of Computer Science
Lspn Pro, LLC
Heartland Institute Of Financial Education
No Small Dreams
Transamerica Financial Advisors, Inc
World Financial Group
Workfront
Helio Training / Neumont University
Primary Residential Mortgage
Personal Cheesecakes
Grande Small Business Solutions
Academy Mortgage Co
*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 Kevin Glad 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
Milpitas, CA
Cincinnati, OH
Draper, UT
Colorado Springs, CO
Pasadena, CA
San Jose, CA
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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