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Kim Broge Rasmussen

Investment adviser representative at Transamerica Financial Advisors, LLC
26 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

26 years in the industry.

  1. Danish American Language FoundationMar 2026 to now
  2. The Danish Home AssociationJun 2023 to now
  3. Net Law Group Inc.May 2022 to now
  4. Legacyshield Solutions, IncMay 2021 to now
  5. Transamerica Financial Advisors, IncNov 2017 to now
  6. Until Now ConsultingMar 2016 to now
  7. WealthwaveJan 2012 to now
  8. WfgiaJun 2000 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018
  • Series 63 · Uniform Securities Agent State Law2024

State registrations

Registered as an investment adviser representative in 2 states (IL, 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
4262506
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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