Steven Andrew Bodo
Investment adviser representative at Transamerica Financial Advisors, LLC
27 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Steven Andrew Bodo? Claim your profile
Contact this firm
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
27 years in the industry.
- Right Choice Processing LLCOct 2025 to now
- NetlawAug 2025 to now
- Value Added MortgageFeb 2020 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- WfgOct 2003 to now
- American Capital CorporationMay 2013 to Jan 2020
- Portland Volleyball ClubSep 2007 to Nov 2021
- Edelweiss International LLCDec 1999 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
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
- 4740089
- Firm CRD
- 16164