Lisa A Berndt
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.
- Ndm ServicesJun 2024 to now
- Adamis GroupApr 2024 to now
- US Processing Solutions CompanyOct 2022 to now
- Adamy LawFeb 2021 to now
- United Financial FreedomMay 2020 to now
- Legal ShieldJan 2020 to now
- AllworkNov 2018 to now
- Trident Consulting and ServicesNov 2018 to now
- College Loan FreedomOct 2018 to now
- WealthwaveJan 2016 to now
- Transamerica Financial Advisors, IncDec 2015 to now
- World Financial Group, Inc.Jan 2015 to now
- Jax Beach FestivalsMar 2014 to now
- Coty US - Prestige (lanc)Oct 2007 to now
- DebtmericaJul 2018 to Mar 2022
- City of Jacksonville BeachFeb 2005 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6594733
- Firm CRD
- 16164