Idaho Falls, ID Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Transamerica Financial Advisors
Enterprise
Firm-wide stats for Transamerica Financial Advisors
About
Transamerica Financial Advisors serves a broad client base that includes individual investors (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker‑dealer services: fee‑based wrap programs and model portfolios (TFA365, Transamerica ONE, Transamerica ALPHA), access to third‑party money managers, and commission‑based insurance and brokerage products.
TFA delivers advice through a mix of proprietary model suites (including Transamerica I‑Series) and a range of third‑party model managers, with program choices that can be discretionary (managed on clients’ behalf) or non‑discretionary depending on the platform and manager. As of December 31, 2025, TFA reported roughly $1.66 billion in discretionary AUM and $443.5 million in non‑discretionary AUM, and client relationships are reviewed at least annually with program‑specific trading and custodial arrangements.
Compared with many large enterprise advisers, TFA is distinctive in operating concurrently as a registered broker‑dealer and as an RIA and in maintaining affiliated retirement and recordkeeping entities (e.g., Transamerica Retirement Solutions and related affiliates) that support plan clients. The firm also offers securities‑backed lending and a bank deposit sweep as platform features with disclosed revenue‑sharing arrangements, and it has been subject to SEC and FINRA enforcement settlements in the past decade related to share‑class disclosures, model issues, and supervisory matters.
Based on Transamerica Financial Advisors
Expertise
Based on Transamerica Financial Advisors
Location
980 John Adams Parkway
Idaho Falls ID 83401
Advisors at this office
3
Advisors at this office
Jonathan C
Series 63, Series 65
Idaho Falls, ID
Transamerica Financial Advisors
Jonathan Cline is a financial advisor with Transamerica Financial Advisors in Idaho Falls, ID, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has held roles with multiple firms including Bell Financial and WealthWave, and serves in leadership positions with LeTrip International. Outside of finance, he is a spin instructor who leads and teaches exercise classes. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering a combination of advisory and broker-dealer services with proprietary and third-party investment programs.
Shawn M
Series 63, Series 65
Idaho Falls, ID
Transamerica Financial Advisors
Shawn Mc Intier is a financial advisor with Transamerica Financial Advisors in Idaho Falls, ID, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked with Transamerica Financial Advisors since 2018 and also serves as an independent contractor for Netlaw-Protect Wealth, providing estate planning documentation for clients. In addition, he has a long-standing role at Bechtel Marine Propulsion Corporation, supporting work related to the nuclear Navy. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through various fee-based programs and access to third-party money managers.
Shelly N
Series 65, Series 63
Idaho Falls, ID
Transamerica Financial Advisors
Shelly Norman is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. She has been affiliated with Transamerica since 2018 and has diverse roles including administrative liaison for Inheritguard, LLC, and referral agent for living will and trust services with Netlaw. Outside of her advisory work, she is a self-published author and musician and gives tours at the Idaho National Laboratory, a U.S. Department of Energy national laboratory. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary management options.
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