Layton, UT Office

Team
Updated today
Transamerica Financial Advisors logo

Transamerica Financial Advisors

Enterprise

Firm-wide stats for Transamerica Financial Advisors

Total advisors

1,124

Across 280 offices

Clients per advisor

38 Low

Avg AUM per client

$48,577 Very Low

HNW client ratio

3% Low

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

ESG / Sustainable investing Concentrated stock management Wealth management

Based on Transamerica Financial Advisors

Occupation focus

Founder/Business Owner

Based on Transamerica Financial Advisors

Location

1133 N. Main Street, Suite 229

Layton UT 84041

Advisors at this office

6

Advisors at this office

user avatar

Kris S

Series 63, Series 65

Layton, UT

Transamerica Financial Advisors

Kris Stevenson is a financial advisor with Transamerica Financial Advisors in Layton, UT, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held multiple roles in estate planning and mortgage referral services through affiliated entities such as LSPN Pro LLC and KL Marketing LLC. Stevenson is also president of Dream Builders Financial Group, Inc. 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 model portfolios with discretionary and non-discretionary options.

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

Steven G

Series 63, Series 65

Layton, UT

Transamerica Financial Advisors

Steven Garside is a financial advisor with Transamerica Financial Advisors in Layton, Utah, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles with The Church of Jesus Christ of Latter-Day Saints, O. C. Tanner, and WealthWave, alongside his ongoing service as a police officer with Weber State University. In addition to his advisory work, he manages marketing automation software projects at the church. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services through 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

Jeffrey B

Series 63, Series 65

Layton, UT

Transamerica Financial Advisors

Jeffrey Bunderson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several other business activities, including providing estate planning services through Net Law Group, Inc., and serving as a referee for high school and little league sports with the Utah High School Athletics Association. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory approach. The firm serves individual investors, employer-sponsored plans, trusts, and charitable organizations through a large advisor network and multiple program platforms.

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

Boyd C

Series 63, Series 65

Layton, UT

Transamerica Financial Advisors

Boyd Curtis is a financial advisor with Transamerica Financial Advisors in Layton, Utah, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His background includes roles with multiple healthcare and insurance companies, and he is involved in a variety of business activities such as serving as president of Stratospheric LLC and owner of Strong Families 101.com. Curtis also works as a ski instructor at Snowbasin Ski Resort. Transamerica Financial Advisors serves a diverse client base including individual investors, pensions, trusts, and charitable organizations, offering advisory and broker-dealer services with a range of proprietary and third-party investment models, as well as managed and non-discretionary program options.

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

Daniel T

Series 63, Series 65

Layton, UT

Transamerica Financial Advisors

Daniel Trujillo is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 16 years of industry experience. His career includes roles at multiple firms and businesses, as well as service as an aircraft engine mechanic at Hill Air Force Base. Outside of advisory work, he assists clients with administrative claims services under power of attorney and is involved in marketing activities for affiliated companies. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement their advisory strategies. The firm serves individual investors, employer-sponsored plans, trusts, estates, and organizations through various program platforms and an extensive advisor network.

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

Darren P

Series 65, Series 63

Layton, UT

Transamerica Financial Advisors

Darren Peterson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. His career includes roles in both financial services and construction, with ongoing involvement in businesses such as Comfort Construction and Comfort Solutions, where he works in fleet management and duct design. He is also the owner of Total Powerhouse LLC, a photography and business management venture. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through various proprietary and third-party investment programs.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
View complete list of advisors at this office
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")