Bernard Kankam Mensah
Investment adviser representative at Transamerica Financial Advisors, LLC
27 yearsExperience
1 stateRegistered in
PFSDesignation
$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
27 years in the industry.
- Transamerica Financial Advisors, LLCAug 2025 to now
- World Financial Group, Inc.Oct 2019 to now
- Tax Express GroupJan 1999 to now
- Citizens Securities Inc.,Aug 2023 to Feb 2024
- Pruco Securities LLCJan 2023 to Aug 2023
- The Prudential Insurance Company of AmericaJan 2023 to Aug 2023
- Avantax Investment Services Inc.Apr 2022 to Jan 2023
- Avantax Advisory ServicesMar 2022 to Jan 2023
- Avantax Insurance Agency, LLCMar 2022 to Jan 2023
- Mensah Insurance AgencyJan 2022 to May 2023
- Archer Investment CorporationSep 2017 to Dec 2018
- H.D. Vest Investment ServicesJul 2014 to Mar 2017
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 5747483
- Firm CRD
- 16164