Kevin Mikel Glad
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.
- Salt Lake Community CollegeSep 2025 to now
- Complete Wealth CareJun 2024 to now
- WealthwaveDec 2023 to now
- Lspn Pro, LLCSep 2021 to now
- Neumont College of Computer ScienceMay 2021 to now
- Adobe IncFeb 2021 to now
- Heartland Institute of Financial EducationSep 2020 to now
- No Small DreamsFeb 2014 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- WfgiaJun 2001 to now
- Quick Quack Car WashJun 2024 to Sep 2025
- WorkfrontOct 2020 to Mar 2021
- Helio Training / Neumont UniversityMay 2018 to Oct 2020
- Primary Residential MortgageNov 2016 to Jul 2019
- Personal CheesecakesJan 2014 to Dec 2022
- Grande Small Business SolutionsJan 2009 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (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
- 4446358
- Firm CRD
- 16164