SB
Sofya Blyum-hundt
TRANSAMERICA FINANCIAL ADVISORS
MADISON, WI 53713
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CRD#: 8191763
SB
Sofya Blyum-hundtTRANSAMERICA FINANCIAL ADVISORS
Professional summary
Sofya Blyum-hundt, who also goes by Sofya Blyum, is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Madison, Wisconsin.
Sofya is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Sofya has worked at 1 firm and has passed the Series 65, Series 66, Series 7TO and SIE exams.
Aliases
Sofya Blyum
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, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Pleasant Ridge Waldorf School Inc. 431 East Court Street | Viroqua, WI 54665 Private K-8 school in Viroqua, WI and a 501(c) non-profit incorporated in Wisconsin. It delivers Waldorf elementary education. Business Coordinator Start date 10/2015 130 hours per month, 3 hours per month during securities trading. INHERITGUARD, LLC POSITION: Member NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2026 ADDRESS: 30 N Gould Street, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS. THE MILIARE GROUP POSITION: Representative NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 11/04/2025 ADDRESS: , Unknown CA , United States DESCRIPTION: WFG Co-Brand PRIME CORPORATE SERVICES, LLC POSITION: Referral Partner NATURE: Law Practice INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 02/10/2026 ADDRESS: 14946 S Manilla Dr, Draper UT 84020, United States DESCRIPTION: The activity has not yet began. Ordinarily it would be referring clients needing to establish a trust around their property as a part of the overall financial plan. BAD AXE FINANCIAL SERVICES LLC POSITION: Owner NATURE: Financial Services INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 5 START DATE: 11/06/2025 ADDRESS: S5193 County Road NN, Viroqua WI 54665, United States DESCRIPTION: This business is not separate from my business with WFG. STUDENT OPTIMUM SERVICES POSITION: Referring Agent NATURE: College Loan Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/11/2026 ADDRESS: 15455 San Fernando Mission Blvd, Ste 409, Mission Hills CA 91345, United States DESCRIPTION: I will only be referring clients that need help with paying and managing college loans - only applies to Federal SchoolLoans. Student Optimum Services was established in 2010 out of Los Angeles California with 1 purpose, to assists students infinancial hardship who have been overcharged by federal loan servicers enroll and take advantage of student loanforgiveness programs offered by the U.S. Department of Education. VERNON WOMEN'S ALLIANCE POSITION: Treasurer NATURE: Civic Organization/Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/11/2026 ADDRESS: This volunteer non-profit group has no physical address, Viroqua WI 54665, United States DESCRIPTION: This is a volunteer role that I have been invited to and recommended as the treasurer to replace the outgoing treasurer. This organization is a 501(c)(3) organization that holds two small fundraising events per year and donates a small amount each year to one of the local non profits focused on supporting women and children. My role will involve bookkeeping without an ability to sign checks, as well as reporting to the group monthly on our income and expenses.
CRS (Client Relationship Summary) - RIA
Click below to view Sofya Blyum-hundt's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Sofya Blyum-hundt'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
November 24, 2025 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 2901 W. Beltline Highway Suite 200, Madison, WI 53713RIA
BD
CRD#: 16164
MADISON, WI
Current
February 5, 2026 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 2901 W. Beltline Highway Suite 200, Madison, WI 53713RIA
BD
CRD#: 16164
MADISON, WI
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
Missouri(6/23/2026)
IAR
Wisconsin(11/24/2025)
RR
Wisconsin(2/5/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/5/2026
General Securities 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.
