Shelly Gold Norman
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.
Shelly Gold Norman is an investment adviser representative with Transamerica Financial Advisors, LLC in Idaho Falls, ID, where they have been registered since 2025. They have worked in the securities industry since 2024. 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 Idaho.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Idaho
- Broker:
6 states and territories
Arizona, California, Idaho, New Mexico, Utah, 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.
- Transamerica Financial Advisors, IncOct 2018 – Aug 2019Idaho Falls, ID
- World Financial Group, Inc.Apr 2018 – Aug 2019Idaho Falls, ID
- Pacific Northwest National LABSep 2015 – Nov 2016Richland, WA
- Transamerica Financial Advisors, IncJan 2024 – no end date reportedIdaho Falls, ID
- WfgiaJan 2023 – no end date reportedIdaho Falls, ID
- Idaho National LaboratoryDec 2016 – no end date reportedIdaho Falls, ID
- Pacific Northwest National LaboratorySep 2015 – Nov 2016Richland, WA
- Self-published AuthorOct 2020 – no end date reportedIdaho Falls, ID
- Self-published MusicianNov 1995 – no end date reportedIdaho Falls, ID
- WealthwaveJan 2023 – no end date reportedJohns Creek, GA
- NetlawJul 2023 – no end date reportedLouisville, KY
- LSPN PRO LLCApr 2024 – no end date reportedLindon, UT
- Inheritguard, LLCNov 2024 – no end date reportedSheridan, WY
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
Showing 12 of 1,109 in the directory
Similar advisors in Idaho Falls, ID
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shelly Gold Norman 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched