Donald Stewart Braun
Investment adviser representative at Transamerica Financial Advisors, LLC
22 yearsExperience
3 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
22 years in the industry.
- Braun Holdings LLCNov 2025 to now
- Managed Wealth FinancialJan 2015 to now
- WealthwaveJan 2015 to now
- Transamerica Financial Advisors, IncMay 2014 to now
- World Financial Group, Inc.Jan 2012 to now
- Awesome Benefit AdvisorsMay 2016 to Jan 2018
- Beehive Real Holdings Inc.Jun 2006 to Aug 2017
- Beehive Auto, Inc.Dec 2004 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 3 states (NC, TX, UT).
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
- 3256589
- Firm CRD
- 16164