Karl Borgersen (CRD# 3163057) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Dayton, OH and has over 24 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Dayton, OH | Jan 2012 - Current | 12 |
| World Financial Group | Dayton, OH | Jun 2001 - Current | 22 |
| Awesome Benefit Advisors | Sandy, UT | May 2016 - Aug 2020 | 4 |
| Awesome Insurance | Lehi, UT | Oct 2015 - Aug 2020 | 4 |
| Digital Simplistics | Lenexa, KS | Dec 2005 - Aug 2020 | 14 |
| Nucare Pharmaceuticals | Orange, CA | Apr 2003 - Aug 2020 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2008 |
- OH
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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