Eugene Bontrager, financial advisor Middlebury IN

Eugene Bontrager

CRD Number: 3233384
Current Firm: Transamerica Financial Advisors, Inc.

Eugene Bontrager (CRD# 3233384) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Middlebury, IN and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Middlebury, IN Jan 2012 - Current 8
Anthem Blue Cross And Blue Shield Indianapolis, IN Feb 2004 - Current 16
Bonafide, Inc. Middlebury, IN Jul 2003 - Current 16
Wfg Middlebury, IN Jun 2001 - Current 18
Golden Rule Insurance Indianapolis, IN Aug 2005 - Oct 2017 12
Cardinal Buses, Inc.(company Name Change) Middlebury, IN Jan 2001 - Oct 2016 15
Forks Mennonite Church Middlebury, IN Sep 2011 - Jan 2014 2
Investment Advisors International, Inc. Middlebury, IN Nov 2008 - Jan 2012 3
World Group Securities, Inc. Middlebury, IN Apr 2002 - Jan 2012 9
Miramar Group Palatine, IL Jul 2001 - Apr 2011 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Eugene L. Bontrager
Phone Number: 727-299-1800
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    45,703
    ACCOUNTS
  • Average Account Value
    $22,222
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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