Brent Roger Stricklett
Investment adviser representative at Transamerica Financial Advisors, LLC
15 yearsExperience
2 statesRegistered in
CFADesignation
$2.1BFirm assets
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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
15 years in the industry.
- Transamerica Financial Advisors, LLCFeb 2025 to now
- WfgiaJan 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Jan 2025
- Ladenburg Thalmann & Co. Inc.Jan 2019 to Dec 2019
- Securities America, Inc.Apr 2018 to Jun 2024
- Mutual of Omaha Investor ServicesJan 2015 to Apr 2018
- Catch-a-lobster LLCAug 2011 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (IA, NE).
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
- 4993654
- Firm CRD
- 16164