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Anton Joseph Halka

Investment adviser representative at Transamerica Financial Advisors, LLC
19 yearsExperience
2 statesRegistered 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

19 years in the industry.

  1. Transamerica Financial Advisors, IncNov 2023 to now
  2. WfgiaNov 2023 to now
  3. Total Wine and MoreMar 2023 to Nov 2023
  4. TravelOct 2022 to Mar 2023
  5. Halka Insurance ServicesNov 2013 to Oct 2022
  6. Allstate Financial Advisors, LLCJun 2008 to Sep 2022
  7. Allstate Insurance CoMar 2007 to Sep 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (AZ, IA).

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
2556542
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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