Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Yevgeniy K

Series 66

Las Vegas, NV

Transamerica Financial Advisors

Yevgeniy Krasnov is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Health Care Service Corporation, Penn Mutual, and HarvestReact LLC, among others. Outside of advising, he is involved in healthcare as a pharmacist conducting medication reviews and works as an e-commerce consultant through HarvestReact LLC. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and brokerage services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary options and operates as both a registered broker-dealer and RIA.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Mario D

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Mario Delacruz is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at Veratex, Inc., AAA T.L.C Health Care, DLV Vision, and Great Start Mortgage, where he currently advises and submits mortgage loan applications. He has been with Transamerica Financial Advisors since 2012. Transamerica Financial Advisors serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Michael H

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Michael Holm is a financial advisor at Transamerica Financial Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including World Financial Group and various consulting and business ventures. Outside of his advisory role, Holm is involved in consulting on business systems and operations, as well as managing a ranch in southern Utah that is being developed for horse facilities and alfalfa production. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily utilizes model portfolios and third-party managers, with a focus on integrated retirement plan solutions and affiliated mutual funds and insurance products.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Robin B

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Robin Bundy is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles at multiple other organizations, including Senior Life Insurance Company and Champion Health, Inc. Bundy serves as secretary and voting board member of Spread the Aloha to the Kids.org, a nonprofit supporting orphans and disadvantaged children. 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 primarily uses model portfolios and third-party managers to implement investment strategies and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Jamee B

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Jamee Bateau is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. In addition to her advisory role, she owns Paladin Consulting LLC and Bateau Enterprise, providing general consulting and educational services in areas such as software, marketing, and programming. She also serves as a board member of the Do & Be Arts Academy of Excellence, a trade school focused on education for children. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers within an extensive advisor network.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Benjamin A

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Benjamin Affleck is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has background in health insurance sales at Prestige Benefits and Insurance LLC. Outside of his advisory work, he has engaged in food delivery services with companies such as Uber Eats and DoorDash. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Robert A

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Robert Arbon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved in the funeral services industry as a pre-need sales agent with Metcalf & Spilsbury Mortuaries. Additionally, he serves as president of Arbon Financial, Inc., a financial services company. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers. The firm manages a significant amount of discretionary and non-discretionary assets and operates uniquely as both a registered broker-dealer and a registered investment advisor.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

June L

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

June Liao is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Transamerica Financial Advisors since 2015 and was employed at Nu Skin from 2023 to 2025. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, delivering solutions through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Lloyd C

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Lloyd Coleman is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including WealthWave and Art of Insurance. Coleman is also involved in family business entities related to real estate, although these are currently inactive. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, employing proprietary and third-party investment models with both discretionary and non-discretionary options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)