Brett
Polzin
Transamerica Financial Advisors, Inc
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About this Advisor
Brett Polzin is a financial advisor who works in Englewood, Colorado. Polzin is an advisor for Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at Equitable Advisors, LLC, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Fidelity Investments, Schwab Private Client, Ptc Holdings, LLC, Zinrett Financial Services, LLC, Equitable, Edward Jones, United States Air Force, Farmers Insurance and Travel. Polzin maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Colorado. Transamerica Financial Advisors, Inc is an advisory firm operating out of Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 advisors. It handles $2 billion in total assets between its 59,659 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 18 charitable organizations. Of its 59,659 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in investable assets. The company performs 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. Financial management fees usually are based on which service is provided. However, fee types 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
Brett Polzin Work History
Brett has been registered as a financial advisor for 0 years.*
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Zinrett Financial Services, LLC
Ptc Holdings, LLC
Farmers Insurance
Schwab Private Client
Equitable Advisors, LLC
Equitable
Fidelity Investments
Travel
Edward Jones
Edward Jones
United States Air Force
*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 Brett Polzin 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
Draper, UT
Bellevue, WA
Plano, TX
Bridgeport, MI
Orem, UT
Milpitas, CA
Rancho Santa Margarita, CA
Irvine, CA
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