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Kenan Anderson Godfrey

Advisor at Transamerica Financial Advisors — Macon, GA

Updated today

Credentials

Series 63, Series 65

Experience

22 years

Location

Macon, GA 31204

Transamerica Financial Advisors logo

Transamerica Financial Advisors

Enterprise

Total advisors

1,122

Across 279 offices

Clients per advisor

38 Very Low

Avg AUM per client

$48,577 Very Low

HNW client ratio

3% Low

About

Kenan Godfrey is a financial advisor with Transamerica Financial Advisors in Macon, GA, holding Series 63 and Series 65 credentials and 22 years of industry experience. His background includes roles with multiple financial and insurance firms, as well as involvement in community and charitable organizations such as the Knights of Columbus and St. Joseph Catholic School advisory board. He also operates a vending machine business focused on the Pokémon Trading Card Game and works with technology reseller deal.ai, Inc. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Client services

Based on Transamerica Financial Advisors

Portfolio management Selection of other advisers

Expertise

Based on Transamerica Financial Advisors

ESG / Sustainable investing Concentrated stock management Wealth management

Occupation focus

Based on Transamerica Financial Advisors

Founder/Business Owner

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Fee options

Percentage

$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)

Commissions

Commission-based compensation for fixed insurance products through affiliated insurance agency and broker-dealer activities

Other

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

Location

See office

Macon, GA

2218 Ingleside Ave

Macon GA 31204

Advisors at this office

1

Most active in

Georgia · Texas

Work history

22 years of industry experience

St. Joseph's Catholic Church

2026 - Present • 1 year

Macon, GA

Kenan Godfrey

2026 - Present • 1 year

Macon, GA

Combined Insurance Company of America

2026 - Present • 1 year

Chicago, IL

Heartland Institute of Financial Education

2026 - Present • 1 year

Greenwood Village, CO

deal.ai, Inc.

2025 - Present • 1 year

Miami, FL

Champion Health, Inc.

2024 - Present • 2 years

Scottsdale, AZ

0962170 B.C. Ltd. dba PokeChest

2024 - Present • 2 years

Richmond

Knights of Columbus

2024 - Present • 2 years

Macon, GA

LSPN Pro LLC

2023 - Present • 3 years

Lindon, UT

Legacy Shield

2021 - Present • 5 years

Ada, OK

St. Joseph Catholic School

2021 - Present • 5 years

Macon, GA

Debtmerica LLC

2020 - 2022 • 2 years

Santa Ana, CA

College Loan Freedom

2020 - Present • 6 years

Henderson, NV

Transamerica Financial Advisors, Inc

2018 - Present • 8 years

Macon, GA

World Financial Group, Inc.

2018 - Present • 8 years

Macon, GA

Eagle Strategies (NY Life)

2018 - 2018 • 1 year

Macon, GA

Godfrey Financial Group, LLC

2017 - 2018 • 1 year

Macon, GA

NYLIFE Securities LLc

2017 - 2018 • 1 year

Macon, GA

New York Life Insurance co

2017 - 2017 • 1 year

Atlanta, GA

Saltterrae Foundation

2016 - 2018 • 2 years

Macon, GA

Kenan Godfrey, LLC

2014 - 2024 • 10 years

Macon, GA

Net Law Group, Inc.

2014 - Present • 12 years

Louisville, KY

Retirement Plan Advisors, LLC

2013 - 2017 • 4 years

Jacksonville, FL

Cambridge Investment Research, Inc

2013 - 2017 • 4 years

Fairfield, IA

Cambridge Investment Research

2013 - 2017 • 4 years

Macon, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Britian B

Series 65, Series 66

Macon, GA

Bickley Investments, LLC

Britian Bickley is the sole advisor at Bickley Investments, LLC, based in Macon, GA. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. Prior to his advisory role, he has been a homemaker since 2013. Bickley Investments focuses on financial planning and discretionary investment management for high net worth and ultra-high net worth individuals. The firm employs a passive, low-cost investment strategy centered on market-tracking index ETFs and select mutual funds, guided by a client-specific Investment Policy Statement.

Passive / index investing General retirement planning
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Delmas W

Series 65

Macon, GA

Wilson Wealth Stewardship

Delmas Wilson is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Wilson Wealth Stewardship since 2018 and previously spent nine years at Christy Capital Management. Wilson is individually licensed to sell fixed insurance products in Georgia. Wilson Wealth Stewardship provides advisory and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $58.9 million for about 155 clients, typically implementing portfolios through platform-approved sub-advisers and co-advisors while monitoring performance and offering tailored advice.

College savings (529s, UTMA, etc.)
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Todd G

Series 65

Macon, GA

J. L. Perkins Wealth Management, LLC

Todd George is a financial advisor at J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation. He has prior experience with Revolt Financial, Cetera ADVISORS LLC, Totus Wealth Management, Capstone Financial/MassMutual, Coldwell Banker Real Estate, and the Houston County Board of Education. J. L. Perkins Wealth Management serves individual investors and retirement plans through a manager-of-managers approach, relying on model and third-party manager relationships rather than direct stock selection. The firm provides due diligence, periodic reviews, and discretionary allocation among outside managers while also operating as a licensed insurance agency.

Passive / index investing Active portfolio management
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Lucinda D

Series 63, Series 65

Macon, GA

CFS Wealth Management

Lucinda Dallas is a financial advisor at CFS Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with CFS Wealth Management since 2010. Outside of her advisory role, she is a minority owner of a family business, Top Level, L.L.C., in a passive capacity. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio construction, managing approximately $158.7 million primarily in discretionary accounts.

General retirement planning Wealth management
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Randall N

Series 63, Series 65

Macon, GA

Smith, Brown & Groover, Inc.

Randall Norris is a financial advisor at Smith, Brown & Groover, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2010. Outside of his advisory role, he provides consulting services in board governance, profitability, and tax planning through Southeastern Management Coop, Inc. Smith, Brown & Groover, Inc. offers discretionary investment advice and portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes tailored portfolio construction and continuous account supervision, combining charting, fundamental, and technical analysis while generally holding individual equities for the long term.

Annuities
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Keith D

Series 65

Macon, GA

J. L. Perkins Wealth Management, LLC

Keith Dykes is a financial advisor with J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation and 2 years of industry experience. He has been with J. L. Perkins Wealth Management since 2023 and is also involved in Dykes Foods, Inc., a food service business he has been associated with since 2012. J. L. Perkins Wealth Management serves individual investors and retirement plans using a manager-of-managers approach, focusing on model and third-party manager relationships rather than direct stock selection. The firm provides due diligence, periodic reviews, and discretionary allocation among third-party managers, distinguishing itself by also operating as a licensed insurance agency.

Passive / index investing Active portfolio management
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