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Chuk Che

Advisor at Transamerica Financial Advisors

Updated today
Transamerica Financial Advisors logo

Firm

Transamerica Financial Advisors

Location

Orem, UT 84058

Credentials

Series 63, Series 65

About

Chuk Che is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over five years of experience in the financial services industry. His prior roles include positions at Fidelity Brokerage Services, Morgan Stanley, and entrepreneurial ventures such as Chuk Che DBA Emma Financial and Durante Insurance & Services. Outside of finance, he has been involved with food service businesses including Chuk's Kitchen and Door Dash. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm primarily implements its advisory model using model portfolios and third-party managers rather than discretionary trading by individual advisors.

Client services

Based on Transamerica Financial Advisors

Portfolio management Selection of other advisers

Expertise

Based on Transamerica Financial Advisors

ESG / Sustainable investing Concentrated stock management Wealth management

Occupation focus

Based on Transamerica Financial Advisors

Founder/Business Owner

Fee options

Percentage

$0 - $10,000: 0.65% (Transamerica ALPHA Standard Service Model) $10,001+: 0.95% (Transamerica ALPHA Premier Service Model applies 0.95% on assets above $10,000, 0.65% on assets $10,000 and below)

Commissions

Commission-based compensation for fixed insurance products through affiliated insurance agency and broker-dealer activities

Other

Minimum fee: For TFA365 Advisory Program accounts below minimum, a minimum annual account fee applies, e.g., $150 minimum annual fee (approximately $12.50 per month) Fee-only: Advisory fees charged as a percentage of assets under management in advisory programs; no commissions for advisory services

Location

493 South Orem Blvd.

Orem, UT 84058

Most active in

Nevada · Utah

Work history

Transamerica Financial Advisors

2026 - Present (1 year)

WFGIA

2026 - Present (1 year)

Netlaw

2026 - Present (1 year)

Door Dash

2025 - Present (1 year)

Chuk Che DBA Emma Financial

2024 - 2026 (2 years)

Durante Insurance & Services

2024 - Present (2 years)

Chuk's Kitchen

2023 - 2025 (2 years)

Sarang Yeah II LLC

2023 - 2024 (1 year)

Sarang Yeah LLC

2022 - 2024 (2 years)

Fidelity Brokerage Services, LLC

2019 - 2022 (3 years)

Columbia Trading and Services

2018 - 2019 (1 year)

Fidelity Brokerage Services, LLC

2017 - 2018 (1 year)

Lyft

2016 - 2017 (1 year)

uber

2016 - 2017 (1 year)

Timpanogos Regional Medical Services

2015 - 2017 (2 years)

Morgan Stanley

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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