Michelle Anne Barry
Investment adviser representative at Transamerica Financial Advisors, LLC
21 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
21 years in the industry.
- Transamerica Financial Advisors, LLCFeb 2024 to now
- WfgiaFeb 2024 to now
- Grove Point Investments, LLCApr 2021 to Feb 2024
- H. Beck, Inc.Jan 2018 to Mar 2021
- H. Beck/grove Point InvestmentsDec 2017 to Feb 2024
- Hornor Townsent and KentOct 2005 to Dec 2017
- Hornor Townsend and Kent, IncAug 2005 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (IA, MD).
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
- 2744539
- Firm CRD
- 16164