Karen SteansonCRD Number: 5603593
Current Firm: Transamerica Financial Advisors, Inc.
Karen Steanson (CRD# 5603593) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Johns Creek, GA and has over 8 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|David Mcanally & Associates, Inc.||Trenton, GA||Apr 2014 - Current||2|
|Transamerica Financial Advisors, Inc.||Johns Creek, GA||Jan 2012 - Current||4|
|World Financial Group||Johns Creek, GA||Aug 2008 - Current||8|
|Next Health Plan||Madison, TN||Apr 2014 - Feb 2016||1|
|Diversified Insurance Brokerage||Norcross, GA||Sep 2007 - Feb 2016||8|
|Medicare Advantage Specialists, Inc.||Hoover, AL||May 2013 - Apr 2014||< 1|
|Affordable Family Health Savings||Atlanta, GA||Sep 2011 - Apr 2012||< 1|
|Transamerica Financial Advisors, Inc.||Johns Creek, GA||Jan 2012 - Jan 2012||< 1|
|Investment Advisors International, Inc.||Johns Creek, GA||Feb 2009 - Jan 2012||2|
|World Group Securities, Inc.||Johns Creek, GA||Jan 2009 - Jan 2012||3|
|Unemployed||Decatur, GA||May 2007 - Sep 2007||< 1|
|United American Insurance||Atlanta, GA||Oct 2006 - May 2007||< 1|
|Unemployed||Decatur, GA||May 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2009|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.