Sofya Blyum-hundt
Investment adviser representative at Transamerica Financial Advisors, LLC
10 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
10 years in the industry.
- Student Optimum ServicesMay 2026 to now
- Vernon Women's AllianceMay 2026 to now
- Prime Corporate Services, LLCFeb 2026 to now
- Inheritguard, LLCJan 2026 to now
- Transamerica Financial Advisors, LLCNov 2025 to now
- Bad Axe Financial Services LLCNov 2025 to now
- The Miliare GroupNov 2025 to now
- WfgiaNov 2025 to now
- Pleasant Ridge Waldorf School Inc.Mar 2023 to now
- Self-employedJan 2020 to Aug 2024
- Pleasant Ridge Waldorf School Inc.Aug 2016 to Dec 2019
- Driftless United FutbolJun 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 8191763
- Firm CRD
- 16164