Benny Ongkobudidjojo
Investment adviser representative at Transamerica Financial Advisors, LLC
21 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
21 years in the industry.
- Inheritguard, LLCFeb 2025 to now
- Lspn Pro LLCApr 2024 to now
- Dream Builder FinancialJan 2023 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Benefit MallNov 2009 to now
- WfgiaApr 2009 to now
- Ineos USA LLCDec 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 5668611
- Firm CRD
- 16164