Don H Khieu
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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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
25 years in the industry.
- Pickleball Coach/instructorNov 2025 to now
- Fpa Dallas-fort Worth ChapterMar 2022 to now
- Catholic Charites DallasDec 2021 to now
- The Wings for WidowNov 2021 to now
- Heartland Institute of Financial EducationMar 2014 to now
- Hife College PlanningFeb 2014 to now
- Blue Cross Blue Shield of TexasAug 2013 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- World Financial GroupJun 2001 to now
- Wsb Arlington LLCJul 2019 to Jul 2021
- Wellcare Health PlanNov 2015 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 2623644
- Firm CRD
- 16164