Transamerica Financial Advisors, Inc

Investment Advisor
in Oak Harbor, WA

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About this Advisor

Joel Servatius is a financial advisor working in Oak Harbor, Washington with 11 years of industry experience. Servatius works at Transamerica Financial Advisors, Inc. Throughout their career, Servatius has worked at Joel Servatius & Associates, Wfg, Transamerica Financial Advisors, Inc, Oak Harbor City Council Position, Whidbey Ink and Greater Oak Harbor Chamber Of Commerce. Servatius has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington. Transamerica Financial Advisors, Inc is an advisory company that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 advisors. It manages $2 billion in total assets among its 59,659 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 18 charitable organizations. Of its 59,659 client accounts, just 2% are associated with high-net-worth investors who have greater 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. A financial advisor's fee schedules typically depend on which services are offered. Fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 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

32800 State Route 20 Suite 1
Oak Harbor, WA 98277

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management


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


WA Average: 62
Total Number of Accounts


WA Average: 2,474
Average Account Size


WA 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

Joel Servatius Work History

Joel has been registered as a financial advisor for 11 years.*

2014 - Present (10 years)

Whidbey Ink

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2001 - Present (23 years)


2000 - Present (24 years)

Joel Servatius & Associates

2015 - 2021 (6 years)

Greater Oak Harbor Chamber Of Commerce

2012 - 2021 (9 years)

Oak Harbor City Council Position

*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.


Please visit the SEC profile of Joel Servatius 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

Michael Burns
Braintree, MA
Karen Ahn
Draper, UT
David Winn
Bridgeport, MI
Edward Peterson
Plano, TX
Diego Conejo
Pasadena, CA
Qi Dong
Plano, TX
Chad Tacia
San Antonio, TX
Raul Reyes
Woodland Hills, CA

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

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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.

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