Kris
Stevenson

Transamerica Financial Advisors, Inc

CRD#3035247
Investment Advisor
in Layton, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kris Stevenson is a financial advisor based in Layton, Utah, working with Transamerica Financial Advisors, Inc. Kris has previously held positions at World Financial Group, Inc, Dream Builders Financial Group, Inc, Layton Hills Marketing, LLC, Debtmerica, LLC, Tall Tree Administrators, American Trust Administrators, Inc, Boulder Administration Services, Transamerica Financial Advisors, Inc, Kl Marketing LLC, Link By Legacyshield, LLC, Wealthwave, Lspn Pro LLC, and Netlaw Inc. Kris has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Kris is part of Transamerica Financial Advisors, Inc, which operates out of Layton, 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 the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

1133 N. Main Street Suite 229
Layton, UT 84041

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Kris Stevenson Work History

2023 - Present (1 year)

Lspn Pro LLC

2021 - Present (3 years)

Link By Legacyshield, LLC

2019 - Present (5 years)

Netlaw Inc

2018 - Present (6 years)

Wealthwave

2014 - Present (10 years)

Kl Marketing LLC

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2001 - Present (23 years)

World Financial Group, Inc

2001 - Present (23 years)

Dream Builders Financial Group, Inc

2011 - 2022 (11 years)

Debtmerica, LLC

2010 - 2021 (11 years)

Tall Tree Administrators

2010 - 2021 (11 years)

American Trust Administrators, Inc

2010 - 2021 (11 years)

Boulder Administration Services

2008 - 2014 (6 years)

Layton Hills Marketing, LLC

Disclosures

Please visit the SEC profile of Kris Stevenson 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

Steven Smith
Portland, OR
Derek Thompson
New York, NY
Sergio Xula
Villa Park, IL
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Junwei Liu
West Covina, CA
Robin Corley
Falls Church, VA
Stephen Short
Ontario, CA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started