Kevin Mikel Glad
Investment Adviser Representative at Transamerica Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kevin Mikel Glad is an investment adviser representative with Transamerica Financial Advisors, LLC in South Jordan, UT, where they have been registered since 2012. They have worked in the securities industry since 2001 and were previously registered with Investment Advisors International, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Utah.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Utah
- Broker:
1 state or territory
Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- WfgiaJun 2001 – no end date reportedSouth Jordan, UT
- Grande Small Business SolutionsJan 2009 – Dec 2022West Jordan, UT
- Transamerica Financial Advisors, IncJan 2012 – no end date reportedSouth Jordan, UT
- Personal CheesecakesJan 2014 – Dec 2022West Jordan, UT
- NO Small DreamsFeb 2014 – no end date reportedOrem, UT
- Primary Residential MortgageNov 2016 – Jul 2019Salt Lake City, UT
- Helio Training / Neumont UniversityMay 2018 – Oct 2020Salt Lake City, UT
- Heartland Institute of Financial EducationSep 2020 – no end date reportedGreenwood Village, CO
- WorkfrontOct 2020 – Mar 2021Lehi, UT
- Adobe IncFeb 2021 – no end date reportedLehi, UT
- Neumont College of Computer ScienceMay 2021 – no end date reportedSalt Lake City,, UT
- LSPN Pro, LLCSep 2021 – no end date reportedLindon, UT
- WealthWaveDec 2023 – no end date reportedJohns Creek, GA
- Quick Quack Car WashJun 2024 – Sep 2025West Jordan, UT
- Complete Wealth CareJun 2024 – no end date reportedEau Claire, WI
- Salt Lake Community CollegeSep 2025 – no end date reportedSalt Lake City, UT
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Transamerica Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,109
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Philadelphia, PA
- SEC file number:
- 801-38618
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Transamerica Financial Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin Mikel Glad has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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