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Kenneth Lee Block

Investment adviser representative at Transamerica Financial Advisors, LLC
36 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

36 years in the industry.

  1. Woods Landis Lakes Homeowners AssociationMay 2022 to now
  2. NetlawJan 2019 to now
  3. AetnaApr 2018 to now
  4. Transamerica Financial Advisors, IncJan 2012 to now
  5. WfgJun 2001 to now
  6. Kenneth L. Block CLU, IncJan 1998 to now
  7. Woods of Landis Lakes Homeowners AssociationNov 2017 to May 2022
  8. Rental PropertyJan 2015 to Aug 2017
  9. Wagner Investments, LLCSep 2011 to Mar 2022
  10. Swat, LLCNov 1998 to Jan 2020
  11. Hyland, Block & Hyland, IncJan 1990 to Jan 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law1987
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 1 state (KY).

Transamerica Financial Advisors, LLC

$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1633238
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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