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Daniel Hendrikus Gunadi

Investment adviser representative at Transamerica Financial Advisors, LLC
22 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

22 years in the industry.

  1. Synopsys IncAug 2022 to now
  2. NetlawAug 2019 to now
  3. Heartland Institute of Financial EducationOct 2018 to now
  4. Transamerica Financial Advisors, IncJan 2012 to now
  5. WfgJan 2004 to now
  6. Ratna Sutrani FoundationDec 2012 to Sep 2020
  7. Cisco Systems Inc.Nov 2012 to Oct 2019

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 (CA, 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
4758370
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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