Bernadette Youngsil Kim
Investment adviser representative at Transamerica Financial Advisors, LLC
25 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
25 years in the industry.
- LspnDec 2023 to now
- National Association of Registered Social Security AnalystsAug 2021 to now
- Provide Medicare Advantage PlanDec 2020 to now
- World System Builders (wsb)May 2013 to now
- Fund the Future College Planning Program By Heartland Institut OAug 2012 to now
- Heartland Institute of Financial EdcuationJun 2012 to now
- Transamerica Financial Advisors, LLCJan 2012 to now
- Bkim Health Insurance Service dbaJul 2011 to now
- Tokyo Asian Market, LLCOct 2008 to now
- Mbk Enterprise IncDec 2007 to now
- Moon Young Enterprise LLCNov 2004 to now
- Bernadette Kim Financial Services Inc.Oct 2004 to now
- WfgiaJun 2001 to now
- Acumen Insurance Group,LLCJul 2016 to Nov 2020
- Debtmerica LLCDec 2011 to Feb 2023
- Tokyo Restaurant LLCOct 2008 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2005
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
- 2626747
- Firm CRD
- 16164