MG
Makeda L. Gebre
TRANSAMERICA FINANCIAL ADVISORS
Centennial, CO 80112
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CRD#: 7545999
MG
Professional summary
Makeda Laeke Gebre, who also goes by Makeda Laeke Gebre, is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Centennial, Colorado.
Makeda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Makeda has worked at 1 firm and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Makeda Laeke Gebre
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 products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. HOW MONEY WORKS/WEALTHWAVE/Investment Related - No/6475 East Johns Crossing, Johns Creek, GA 30097/Educational platform that teaches basic financial literacy concepts like compound interest and the rule of 72/Educator/11.2020/4/0/Teach financial literacy via zoom or in person lectures MORRIS and MAE/Investment Related - No/18475 W Colfax Ave Suite 132, Golden, CO 80401 (719) 881-0696/Food Hall in Golden that provides vendor spaces to restaurant entities and has a independently owned bar./bartender/10.2023/74/8/prepare drinks for guests MOTIVATIONAL SPEAKER POSITION: Thought Leader NATURE: I currently have nearly 50,000 followers on TikTok and would like to monetize this platform potentially other platforms and social media site for motivational and self-improvement conversations. I will not speak about money or finances. I do wish to keep the community created and help be a beacon of light and motivation. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 02/19/2025 ADDRESS: 2233 S YANK WAY, LAKEWOOD CO 80228, United States DESCRIPTION: Freely posting video and content related to self-help, inspiration and motivation and to monetize primarily through Tiktok and potentially other platforms. INSTACART POSITION: Driver NATURE: Grocery Delivery INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2025 ADDRESS: 50 Beale St, #600, San Francisco CA 94105, United States DESCRIPTION: Main responsibilities include picking up and delivering grocery orders to customers in a timely and professional manner. Navigate routes efficiently, handle items with care, and provide excellent customer service. Following safety guidelines and Instacart's delivery protocols is essential to ensure a smooth and reliable experience for customers.
CRS (Client Relationship Summary) - RIA
Click below to view Makeda Laeke Gebre's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Makeda Laeke Gebre'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
April 4, 2025 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112RIA
BD
CRD#: 16164
Centennial, CO
Current
November 28, 2023 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112RIA
BD
CRD#: 16164
Centennial, CO
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(8/30/2024)
RR
Arkansas(9/3/2024)
RR
California(3/20/2025)
RR
Colorado(11/28/2023)
IAR
Colorado(4/4/2025)
RR
District of Columbia(2/23/2024)
RR
Georgia(12/10/2024)
RR
Maryland(10/11/2024)
RR
Missouri(12/10/2024)
RR
New Jersey(1/7/2025)
RR
New York(9/25/2024)
RR
Ohio(12/10/2024)
RR
Pennsylvania(9/25/2024)
RR
South Carolina(9/26/2024)
RR
Tennessee(9/3/2024)
RR
Texas(9/3/2024)
RR
Virgin Islands(3/20/2025)
RR
Virginia(9/10/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 11/28/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product 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.
