Kimberly Ann Scouller
Investment adviser representative at Transamerica Financial Advisors, LLC
20 yearsExperience
4 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
20 years in the industry.
- Wealthwave Media, LLCDec 2022 to now
- How Money Works, LLCDec 2018 to now
- WealthwaveJan 2017 to now
- Atlanta Neuroscience InstituteJun 2016 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- WfgSep 2007 to now
- Kimberly A Scouller, Jade Law Offices of Kim ScoullerNov 2006 to now
- Plan Choice, Inc.Sep 2019 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 4 states (GA, NC, NJ, 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
- 2687207
- Firm CRD
- 16164