Gerald Kane
Advisor at Transamerica Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Transamerica Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Boise, ID 83713
Credentials
Series 63, Series 66
Industry experience
14 years
Gerald Kane is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 14 years of industry experience. In addition to his advisory role, he is the owner and attorney at Estate Plans USA, APC, where he focuses on estate and elder law. Kane has held various positions in both financial and legal services, including managing operations at InheritGuard, LLC and roles at Blue Shield of California and Student Optimum Services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach implemented through third-party managers and proprietary platforms such as Transamerica ONE and TFA365, with approximately $1.7 billion in regulatory assets under management.
Based on Transamerica Financial Advisors
Based on Transamerica Financial Advisors
$0 - $10,000: 0.65% (Transamerica ALPHA Standard Service Model) $10,001+: 0.95% (Transamerica ALPHA Premier Service Model applies 0.95% on assets above $10,000, 0.65% on assets $10,000 and below)
Commission-based compensation for fixed insurance products through affiliated insurance agency and broker-dealer activities
Minimum fee: For TFA365 Advisory Program accounts below minimum, a minimum annual account fee applies, e.g., $150 minimum annual fee (approximately $12.50 per month) Fee-only: Advisory fees charged as a percentage of assets under management in advisory programs; no commissions for advisory services
6213 N. Cloverdale Rd., Suite 115
Boise, ID 83713
California · Idaho · Texas
Estate Plans USA, APC
2024 - Present (2 years)
InheritGuard, LLC
2024 - Present (2 years)
WFG Direct
2021 - Present (5 years)
Student Optimum Services
2020 - Present (6 years)
Debtmerica
2020 - 2022 (2 years)
Blue Shield of California
2020 - Present (6 years)
Intervivos, PLLC
2020 - 2025 (5 years)
Virtuity Financial Partners
2019 - Present (7 years)
Transamerica Financial Advisors
2019 - Present (7 years)
Wfgia
2019 - Present (7 years)
Southern California National Academy of Elder Law Attorney Board
2019 - 2019 (1 year)
Enlighten Finance LLC
2018 - 2019 (1 year)
Cssc Brokerage Services, Inc.
2013 - 2018 (5 years)
Law Offices of Gerald L. Kane
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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