Kent Banner
Investment adviser representative at Transamerica Financial Advisors, LLC
21 yearsExperience
1 stateRegistered 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.
- Lspn Pro LLCAug 2023 to now
- Legacy ShieldMar 2021 to now
- Kent Banner - Book SalesMar 2020 to now
- WealthwaveMar 2020 to now
- Banner Properties LLCJan 2020 to now
- Heartland Institute of Financial EducationNov 2019 to now
- NetlawJun 2019 to now
- Managed Wealth FinancialMar 2018 to now
- Kent Banner Accounting ServicesJan 2018 to now
- Transamerica Financial Advisors, LLCJan 2012 to now
- Wfg DirectJan 2010 to now
- WfgiaNov 2009 to now
- Hobbs Holding, LLCJan 2005 to now
- Kbbm Properties, LllpJan 2011 to Dec 2019
- Prefered Construction LLC.Jun 2006 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 5788476
- Firm CRD
- 16164