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Akira Ogasawara

Investment adviser representative at Transamerica Financial Advisors, LLC
13 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

13 years in the industry.

  1. Inheritguard, LLCJan 2026 to now
  2. Vanity Fair Media, Inc. dba Funding SuiteOct 2025 to now
  3. Visa To America, Inc.Dec 2024 to now
  4. Q Consulting PartnerJul 2024 to now
  5. Kamotty Financial Services, LLCOct 2023 to now
  6. Transamerica Financial Advisors, IncJun 2021 to now
  7. WfgiaJun 2021 to now
  8. Global Merchant Innovations LLCOct 2018 to now
  9. Akira Ogasawara dba Outdoor Tours USAMay 2013 to now
  10. Mannatech IncJun 2021 to Nov 2023
  11. Life WaveFeb 2021 to Jun 2021
  12. Equity Smart Home LoansMar 2020 to Mar 2021
  13. Debtmerica Relief, LLCOct 2019 to Feb 2022
  14. Travel PlatformMay 2013 to Mar 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
7404025
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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