Kendra S Burgon
Investment adviser representative at Transamerica Financial Advisors, LLC
17 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
17 years in the industry.
- Hillcrest High School PtaAug 2026 to now
- Beach Boss InfluencersOct 2025 to now
- Silver Mesa PtaAug 2025 to now
- WealthwaveSep 2023 to now
- Transamerica Financial Advisors, IncMar 2023 to now
- Managed Wealth FinancialDec 2021 to now
- WfgiaDec 2021 to now
- Pratt and Lafever CorporationApr 2024 to Nov 2024
- HomemakerFeb 2009 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7718673
- Firm CRD
- 16164