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CFA
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CFA

Marc Haiar

Transamerica Financial Advisors, LLC
24 Years of Experience
Omaha, NE
Broker
View SEC Summary
View SEC Summary

Marc Haiar is a CFA-designated registered investment advisor at Transamerica Financial Advisors, LLC, based in Omaha, NE, with 24 years of industry experience. Marc 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
—
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Location

Omaha, NE

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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

Marc is a Due Diligence Officer for Concorde Holdings, Inc. and Concorde Asset Management, LLC, both investment-related. He also volunteers as a flag football coach at the YMCA, dedicating minimal time.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
February 2026 - Present · 8 mos
Transamerica Financial Advisors, LLCBroker
February 2026 - Present · 8 mos
Transamerica Financial Advisors, LLC
February 2026 - Present · 8 mos
Previous Registrations
Concorde Asset Management, LLC
November 2021 - February 2026 · 4 yrs 3 mos
Concorde Investment Services, LLCBroker
November 2021 - February 2026 · 4 yrs 3 mos
Kalos Capital, INC.Broker
April 2021 - December 2021 · 8 mos
Ladenburg Thalmann & CO. INC.Broker
February 2019 - December 2019 · 10 mos
Securities America Advisors, INC.
May 2003 - December 2020 · 17 yrs 7 mos
Securities America, INC.Broker
July 2001 - December 2020 · 19 yrs 5 mos
State Registrations2 states
IANE
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.
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