Kenan Anderson Godfrey
Investment adviser representative at Transamerica Financial Advisors, LLC
13 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
13 years in the industry.
- St. Joseph's Catholic ChurchOct 2026 to now
- Kenan GodfreyMay 2026 to now
- Combined Insurance Company of AmericaMar 2026 to now
- Heartland Institute of Financial EducationFeb 2026 to now
- Deal.ai, Inc.Aug 2025 to now
- Champion Health, Inc.Dec 2024 to now
- Knights of ColumbusJun 2024 to now
- Lspn Pro LLCAug 2023 to now
- Legacy ShieldMay 2021 to now
- St. Joseph Catholic SchoolMay 2021 to now
- College Loan FreedomJul 2020 to now
- Transamerica Financial Advisors, IncNov 2018 to now
- World Financial Group, Inc.Sep 2018 to now
- Net Law Group, Inc.Jun 2014 to now
- Debtmerica LLC.Oct 2020 to Mar 2022
- Eagle Strategies LLCJan 2018 to Nov 2018
- Godfrey Financial Group, LLCNov 2017 to Nov 2018
- Nylife Securities LLCSep 2017 to Nov 2018
- New York Life Insurance CoJun 2017 to Nov 2017
- Salterrae FoundationMay 2016 to Dec 2018
- Kenan Godfrey, LLCSep 2014 to Nov 2024
- Retirement Plan Advisors, LLCJul 2013 to Sep 2017
- Cambridge Investment Research, IncMay 2013 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 4737840
- Firm CRD
- 16164