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Robert Allen Blaser

Transamerica Financial Advisors, Inc.

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About Robert Allen Blaser

Robert Allen Blaser is a financial advisor who has been working in the industry since 1970. He is currently affiliated with Transamerica Financial Advisors, Inc. in Madison, Wisconsin. Robert has experience working with individual clients, corporations, and trusts. He has a strong track record of success and is committed to providing his clients with the best possible financial advice.

Firm Information

Robert Blaser is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Blaser’s Registration & Firm History

WI

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (MADISON WI)

WI

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (MADISON WI)

GA

06/06/1994 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

FL

08/10/1992 - 06/06/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

CO

01/17/1992 - 08/10/1992

AMERICAN GROWTH FUND SPONSORS, INC. (DENVER CO)

IL

01/16/1990 - 12/31/1991

GENEVA SECURITIES,INC. (SCHAUMBURG IL)

NA

09/08/1984 - 12/31/1989

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

NA

08/05/1974 - 12/31/1989

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

NA

06/08/1970 - 08/29/1974

PHILIPS SECURITIES, INC.

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Licenses & Designations

BC

Issued 03/16/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/1970

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Allen Blaser.
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