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August H

Series 63, Series 66

Fishers, IN

Transamerica Financial Advisors

August Hardee II is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and having 11 years of industry experience. He has held roles at multiple firms including Star Benefit Associates, Net Law Inc., WealthWave, and A. M. Hardee & Associates, LLC, where he serves as President and CEO providing consulting advice on economic and charitable matters. His activities also include offering Medicare supplement and prescription drug plans through Star Benefit Associates. 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 model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Ronald F

Series 63, Series 65

Fishers, IN

Transamerica Financial Advisors

Ronald Frank is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group since 2004. In addition to his advisory role, he serves as a referral partner for Net Law, introducing a platform for estate planning tools. 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 utilizes model portfolios and third-party managers through multiple program platforms to deliver its services.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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John C

Series 63, Series 65

Fishers, IN

Transamerica Financial Advisors

John Collins is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Aspida Life Insurance Company, WFG Direct, and World Financial Group. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that include proprietary and third-party model portfolios. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Kimberly H

Series 63, Series 65

Fishers, IN

Transamerica Financial Advisors

Kimberly Huser is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with multiple firms including WealthWave and American Alternative Insurance Corporation. Outside of her advisory role, she participates in the Foxy Ladies 1 Golf League and is involved with NetLaw Inc., referring clients for affordable estate planning documents. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers within an extensive advisor network. The firm supports individual investors, employer-sponsored plans, trusts, estates, charities, and businesses through multiple program platforms and proprietary and external model portfolios.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Shuyuan W

Series 63, Series 65

Fishers, IN

Transamerica Financial Advisors

Shuyuan Wu is a financial advisor at Transamerica Financial Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses and serves as a member of the Deacon Board at the Chinese Community Church of Indianapolis, where she participates in church ministry meetings and assists with financial record-keeping. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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