TrueAdvisor
TrueAdvisor
DK
CFP
DK
CFP

Don Khieu

Transamerica Financial Advisors, LLC
31 Years of Experience
Plano, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Don Khieu is a CFP-designated registered investment advisor at Transamerica Financial Advisors, LLC, based in Plano, TX, with 31 years of industry experience. Don is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,735 clients with $2.1B in assets under management.

Transamerica Financial Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1121 advisors
Number of Clients
42,735 clients
Average Client Portfolio
$49K average
Assets Under Management
$2.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1255 West 15th Street, Suite 460, Plano, TX, 75075

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Don sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. He also volunteers as a financial coach for several organizations and sells health insurance for Blue Cross Blue Shield of Texas, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
January 2012 - Present · 14 yrs 9 mos
Transamerica Financial Advisors, LLCBroker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Investment Advisors International, INC.
March 2009 - January 2012 · 2 yrs 10 mos
World Group Securities, INC.Broker
April 2002 - January 2012 · 9 yrs 9 mos
Wma Securities, INC.Broker
June 1995 - April 2002 · 6 yrs 10 mos
State Registrations10 states
ARCAGAILMAMIMNNCTXWI
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Plano, TX →All financial advisors in Texas →