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Christopher Henderson

21 Years of Experience
Cedar Rapids, IA
Broker

Christopher Henderson is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Cedar Rapids, IA, with 21 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,440 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1071 advisors
Number of Clients
42,440 clients
Average Client Portfolio
$41K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10
Investment management only (planning not offered)
Minimum Annual Fee:$35

Transamerica Financial Advisors (TFA) offers several investment management programs, including:

  • Third-Party Money Management Programs: TFA Advisors can connect you with third-party money managers (TPMMs) who manage model portfolios. Fees are specific to the TPMM you select.
  • Transamerica® ONE Wealth Management Platform: This is a wrap fee program with a single fee for services. The total annual program fee does not exceed 2.0%.
  • Transamerica® ALPHA Digital Investment Program: This program uses Betterment's platform. The total annual advisory fee ranges from 0.65% to 0.95%.
  • TFA365 Advisory Program: This is a wrap fee program. The total annual program fee does not exceed 2.75%. A minimum annual account fee applies to accounts that fall below the program account minimum. For the Strategist Program and the Unified Managed Account Program, the minimum annual account fee is $35 (account minimum: $25,000). For the Separately Managed Account Program, the minimum annual account fee is $150 (account minimum: $100,000).
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Location

6400 C St SW, Cedar Rapids, IA, 52499

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher, as an employee of Transamerica Financial Advisors, Inc., may perform home office functions for other business units.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
January 2012 - Present · 14 yrs 4 mos
Transamerica Financial Advisors, LLC
January 2012 - Present · 14 yrs 4 mos
Transamerica Financial Advisors, LLCBroker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Investment Advisors International, INC.
May 2011 - January 2012 · 8 mos
World Group Securities, INC.Broker
June 2009 - January 2012 · 2 yrs 7 mos
Lifeusa Securities, INC.Broker
June 1999 - December 1999 · 6 mos
Fairport Capital, INC.Broker
March 1999 - June 1999 · 3 mos
Nationwide Investment Services CorporationBroker
July 1996 - April 1998 · 1 yr 9 mos
Nationwide Advisory Services, INC.Broker
September 1994 - July 1996 · 1 yr 10 mos
State Registrations2 states
GAIA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.