Daniel E Melander

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → Present
  Wfgia
  Plano, TX
• 03/2008 → Present
  D&D American Enterprise Llc
  Rowlett, TX
• 02/2009 → 01/2023
  Superior Lending Associates, Lc
  Provo, UT
• 12/2011 → 01/2023
  Debtmerica, Llc
  Santa Ana, CA
• 01/2012 → Present
  Transamerica Financial Advisors
  Plano, TX
• 01/2016 → Present
  Wealthwave
  Johns Creek, GA
• 01/2013 → Present
  Managed Wealth Financial
  South Jordan, UT
• 09/2023 → Present
  Magellan Research Group
  New York, NY
• 08/2024 → Present
  Integrated Trust Systems
  Scottsdale, AZ

Previous Registrations

• 2010-05-24 → 2012-01-06
  Investment Advisors International, Inc.
  Plano, TX

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 01/2016PRESENTWealthWaveJohns CreekGeorgiaUnited StatesYesNA 01/2013PRESENTManaged Wealth FinancialSouth JordanUtahUnited StatesYesNA D&D AMERICAN ENTERPRISES LLC., 6714 AMESBURY LN ROWLETT TX 75089, NON-INVESTMENT RELATED, 03/08/2011, OWNER, MAGELLAN RESEARCH GROUP POSITION: Consultant NATURE: Consulting/Research INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2023 ADDRESS: 110 W 40th Street, 18th Floor, New York NY 10018, United States DESCRIPTION: As a Part Time subcontractor I would Provide consulting and research services toMagellan Research Group and their client engagements. INTEGRATED TRUST SYSTEMS POSITION: Referral Sales Associate NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/30/2024 ADDRESS: 7373 E. Doubletree Ranch Road, Second Floor, Suite 200, Scottsdale AZ 85258, United States DESCRIPTION: Referral Sales Associate responsibility is to refer people who need further information on how to set up a proper estate plan to Integrated Trust Systems.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-11
• S63 Uniform Securities Agent State Law Examination
  2002-02-27

Other Names

• Daniel E Melander