Michael Joseph Coleman
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.
Michael Joseph Coleman is an investment adviser representative with Transamerica Financial Advisors, LLC in Clearwater, FL, where they have been registered since 2013. They have worked in the securities industry since 2004 and were previously registered with World Group Securities, Inc. They have passed 5 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 California, Florida, New Jersey, North Carolina, and Texas.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Florida, New Jersey, North Carolina, Texas
- Broker:
21 states and territories
California, Florida, Georgia, Idaho, Kansas, Kentucky, Louisiana, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington
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.
- WfgiaOct 2003 – no end date reportedClearwater, FL
- Church OF ScientologyJun 1979 – no end date reportedLos Angeles, CA
- Dynamic Expansion, IncFeb 2011 – no end date reportedLa Cresenta, CA
- Transamerica Financial AdvisorsJan 2012 – no end date reportedClearwater, FL
- Warner Pacific Insurance ServicesOct 2012 – no end date reportedWestlake Village, CA
- Burbank System BuildersOct 2012 – May 2019Burbank, CA
- Cloudtec LLCMay 2013 – no end date reportedHenderson, NV
- Tridant EnterprisesNov 2015 – Nov 2022La Crescenta, CA
- Global Expansion ManagementJan 2016 – Jan 2024La Crescenta, CA
- The Ice Cream Store LLCMay 2016 – Nov 2022Burbank, CA
- HOW TO BE A DADDec 2017 – no end date reportedPasadena, CA
- ALL FOR ONE IncJul 2018 – no end date reportedAlpharetta, GA
- United Realty Center IncJan 2019 – no end date reportedRiverside, CA
- Delphi Academy OF LOS AngelesJan 2019 – no end date reportedLake View Terrace, CA
- CMG Financial ServicesFeb 2019 – no end date reportedCoronado, CA
- Skyrocket IncFeb 2020 – no end date reportedLakewood, CO
- Debtmerica, LLCJan 2020 – Mar 2022Santa Ana, CA
- The Coleman Nation LLCJun 2021 – no end date reportedDunedin, FL
- Dynex Group Benefits Solutions LLC (pending)Mar 2025 – no end date reportedClearwater, FL
- Dynex Mortgage Solutions, LLCMar 2025 – no end date reportedClearwater, FL
Official records & sources
Data as of May 30, 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. Michael Joseph Coleman 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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