Michael Joseph Coleman
Investment adviser representative at Transamerica Financial Advisors, LLC
47 yearsExperience
5 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
47 years in the industry.
- Dynex Group Benefits Solutions LLC (pending)Mar 2025 to now
- Dynex Mortgage Solutions, LLCMar 2025 to now
- The Coleman Nation LLCJun 2021 to now
- Skyrocket IncFeb 2020 to now
- Cmg Financial ServicesFeb 2019 to now
- Delphi Academy of Los AngelesJan 2019 to now
- United Realty Center IncJan 2019 to now
- All for One IncJul 2018 to now
- How To Be A DadDec 2017 to now
- Cloudtec LLCMay 2013 to now
- Warner Pacific Insurance ServicesOct 2012 to now
- Transamerica Financial Advisors, LLCJan 2012 to now
- Dynamic Expansion, IncFeb 2011 to now
- WfgiaOct 2003 to now
- Church of ScientologyJun 1979 to now
- Debtmerica, LLCJan 2020 to Mar 2022
- The Ice Cream Store LLCMay 2016 to Nov 2022
- Global Expansion ManagementJan 2016 to Jan 2024
- Tridant EnterprisesNov 2015 to Nov 2022
- Burbank System BuildersOct 2012 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, 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
- 4735144
- Firm CRD
- 16164