AH
Andrea M. Hohler
TRANSAMERICA FINANCIAL ADVISORS | Investment Advisor Representative
Fairfax, VA 22030
Some features on this profile are disabled
CRD#: 6276777
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Professional summary
Andrea Marie Hohler, who also goes by Andrea Marie Karsko, is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Fairfax, Virginia.
Andrea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Andrea has worked at 1 firm and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrea Marie Karsko
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. CACCIAMATTA & ASSOCIATES POSITION: Principal NATURE: Administration INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2022 ADDRESS: 5350 South Roslyn STE 240, Greenwood VIllage CO 80111 DESCRIPTION: Daily operations as an engineer, marketing, and general administration within Cacciamatta and Associates. All interactions are completely independent of my TFA activities. CST SOLUTIONS POSITION: Owner NATURE: Pass Through INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 3214 Fair Woods Pkwy, Fairfax VA 22030, United States DESCRIPTION: This is used as a pass-through entity for tax purposes only. CST COACHING LLC POSITION: Owner NATURE: General Business Coaching and Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2024 ADDRESS: 3214 Fair Woods Pkwy, Fairfax VA 22030, United States DESCRIPTION: Through CST Coaching, Ms. Hohler coordinates communication between other professionals. She can discuss general business practices and coaching.
CRS (Client Relationship Summary) - RIA
Click below to view Andrea Marie Hohler's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Andrea Marie Hohler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 2, 2014 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 11350 Random Hills Rd Suite 800 Room 889, Fairfax, VA 22030RIA
BD
CRD#: 16164
Fairfax, VA
Current
January 7, 2014 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 11350 Random Hills Rd Suite 800 Room 889, Fairfax, VA 22030RIA
BD
CRD#: 16164
Fairfax, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/3/2024)
RR
California(4/5/2021)
RR
Colorado(8/22/2023)
RR
Connecticut(5/26/2020)
RR
District of Columbia(7/27/2020)
IAR
District of Columbia(6/22/2021)
RR
Florida(5/20/2025)
RR
Georgia(3/22/2024)
RR
Idaho(7/19/2018)
RR
Illinois(11/26/2024)
RR
Indiana(3/22/2024)
RR
Maryland(1/7/2014)
RR
Massachusetts(1/21/2025)
RR
Minnesota(4/17/2024)
RR
Montana(8/14/2025)
RR
New Hampshire(8/12/2025)
RR
New Jersey(9/17/2020)
IAR
New Jersey(9/18/2020)
RR
New Mexico(1/9/2025)
RR
North Dakota(12/11/2023)
RR
Ohio(10/25/2023)
RR
Oklahoma(9/14/2023)
RR
Pennsylvania(2/26/2018)
RR
Texas(3/29/2018)
IAR
Texas(11/12/2018)
RR
Virginia(1/30/2014)
IAR
Virginia(5/2/2014)
RR
Washington(5/22/2023)
RR
Wisconsin(2/15/2024)
RR
Wyoming(12/12/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
Two Liberty Place 50 South 16th Street, Suite 3700, Philadelphia, PA 19102
Mailing Address
6400 C St Sw, Cedar Rapids, IA 52499-0001
Phone number
(727) 299-1800
Established
Delaware since 12/28/1984
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,054
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 42,440 |
| AUM (Assets Under Management) | $ 1,730,669,809 |
Disclosures
| Regulatory Event | 19 |
| Arbitration | 3 |
| Bond | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRANSAMERICA FINANCIAL ADVISORS, LLC
Investment Advisor RepresentativeCRD#: 16164Fairfax, VA 22030TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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