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Jane Natalie Landsberger

Transamerica Financial Advisors, LLC

Plano, TX

CRD 4601772

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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:

Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2017-02-10
TX RA APPROVED 2012-01-06
  • OK RA
    APPROVED
    Since 2017-02-10
  • TX RA
    APPROVED
    Since 2012-01-06

Branch Locations

4324 Mapleshade Ln., Suite 263, Plano, TX 75093 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wfgia Plano TX 04/2002 Present
Secure Horizons By Unitedhealthcare Plano TX 09/2009 Present
Apache Corporation Houston TX 04/2011 Present
Landsberger Enterprises, Llc Moore OK 11/2011 Present
Transamerica Financial Advisors, Llc Plano TX 01/2012 Present
Midstates Petroleum Company,Llc Houston TX 10/2013 Present
Double E Farms,Llc Addison TX 06/2013 Present
United Healthcare Medicare Solutions Plano TX 06/2015 Present
Presidio Petroleum Llc Fort Worth TX 11/2018 Present
Fourpoint Energy Llc Denver CO 11/2018 Present
Net Law Louisville KY 05/2019 Present
Landsberger Enterprises Llc Moore OK 04/2012 Present
Norman Public Schools Norman OK 08/2021 10/2021
Wealthwave Johns Creek GA 01/2016 Present
Kk&L Property Solutions,Llc Moore OK 03/2023 Present
  • 04/2002 → Present
    Wfgia
    Plano, TX
  • 09/2009 → Present
    Secure Horizons By Unitedhealthcare
    Plano, TX
  • 04/2011 → Present
    Apache Corporation
    Houston, TX
  • 11/2011 → Present
    Landsberger Enterprises, Llc
    Moore, OK
  • 01/2012 → Present
    Plano, TX
  • 10/2013 → Present
    Midstates Petroleum Company,Llc
    Houston, TX
  • 06/2013 → Present
    Double E Farms,Llc
    Addison, TX
  • 06/2015 → Present
    United Healthcare Medicare Solutions
    Plano, TX
  • 11/2018 → Present
    Presidio Petroleum Llc
    Fort Worth, TX
  • 11/2018 → Present
    Fourpoint Energy Llc
    Denver, CO
  • 05/2019 → Present
    Net Law
    Louisville, KY
  • 04/2012 → Present
    Landsberger Enterprises Llc
    Moore, OK
  • 08/2021 → 10/2021
    Norman Public Schools
    Norman, OK
  • 01/2016 → Present
    Wealthwave
    Johns Creek, GA
  • 03/2023 → Present
    Kk&L Property Solutions,Llc
    Moore, OK
Previous Registrations
  • 2008-08-26 → 2012-01-06
    Investment Advisors International, Inc.
    Plano, TX
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. FOURPOINT ENERGY LLC; 11/19/2018; ROYALTY OWNER; INVESTMENT RELATED-NO; OIL AND GAS PRODUCER; 100 ST PAUL STE 400 DENVER CO 80206; HOURS 0; APPROVED WITH RESTRICTIONS; PRESIDIO PETROLEUM LLC; 11/12/2018; ROYALTY OWNER; INVESTMENT RELATED-NO; 500 WEST 7TH ST STE 803 FORT WORTH TX 7602; HOURS 0; OIL AND GAS PRODUCTION COMPANY; APPROVED WITH RESTRICTIONS; LANDSBERGER ENTERPRISES, LLC / INVESTMENT RELATED: NO / 1824 SW 28TH ST., MOORE, OK 73160 / NATURE OF BUSINESS: PROPERTY MANAGEMENT/CO-TRUSTEE OF RENTAL PROPERTY/ 11/2011 hours month 40 / NO. OF HOURS DURING SECURITIES TRADING HOURS: 40 / DUTIES: MANAGING RENTAL PROPERTIES TO INCLUDE LOCATING TENANTS, REPAIRS, ADVERTISING AND COLLECTING RENT; APACHE CORPORATION /INVESTMENT RELATED: NO/ HOUSTON, TX/ NATURE OF BUSINESS: OIL AND GAS EXPLORATION AND PRODUCTION / ROYALTY OWNER/ START DATE: 04/2011; NO. OF HOURS/ MONTH: 0 / NO. OF HOURS DURING SECURITIES TRADING HOURS: 0; DUTIES: N/A; Net Law/No/12910 Shelbyville Rd/Louisville, KY 40243/Estate Planning/Referral/05/01/2019/1/1/When meeting with a client that does not have estate documents, I would referral them to Net Law for will and trust SECURE HORIZONS BY UNITED HEALTH CARE/ INVESTMENT RELATED: NO/ 5800 GRANITE PKWY, SUITE 900. PLANO, TX 75024/NATURE OF BUSINESS: SALES OF MEDICARE ADVANTAGE SUPPLEMENTS/POSITION: SALES/START DATE: 09/2009/NO. OF HOURS/MONTH: 0/ NO. OF HOURS DURING SECURITIES TRADING HOURS: 0; DUTIES: SALES; MIDSTATES PETROLEUM COMPANY,LLC; NOT INVESTMENT-RELATED; 4400 POST OAK PARKWAY, STE 1900, HOUSTON, TX 77027; OIL AND GAS PRODUCTION; ROYALTY OWNER; 10/1/13; 0 HRS/MONTH; ROYALTY OWNER ONLY DOUBLE E FARMS LLC; NOT INVESTMENT RELATED; 3772 LAKEWAY COURT, ADDISON TX 75001; INHERITED FAMILY FARM - PLAN TO LEASE THE LAND FOR FARMING AND RANCHING; MEMBER OF LLC; 6/2013; 0 HRS/MONTH; MONITOR LEASE OF PROPERTY UNITED HEALTHCARE MEDICARE SOLUTIONS; YES; 5800 PARKWAY, STE 900, PLANO, TX. 75024; SALES OF MEDICARE ADVANTAGE PRODUCTS; SALESMAN; 6/1/15; 10 HRS/MO; CONTACT LEADS FOR SALE MEDICARE PRODUCTS. Landsberger Enterprises LLC/ 0412-Present / Investment Related: No /1824 SW 28th St. Moore, OK 73160 / VP Property Manager / Rental of Single dwelling homes/ Hrs Work Monthly: 3 / Sec Trading Hrs: 0/ Keep properties rented, collect rent, make sure property is in good condition and maintained on normal business day no time is involved with OBA KK&L PROPERTY SOLUTIONS,LLC POSITION: member NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 30 START DATE: 03/06/2023 ADDRESS: 1824 SW 28th St, Moore OK 73160, United States DESCRIPTION: Manage rental property, tenants and repairs, If purchasing new rental, managing purchase and updates

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-24
S63 Uniform Securities Agent State Law Examination 2003-03-02
  • S65 Uniform Investment Adviser Law Examination
    2008-07-24
  • S63 Uniform Securities Agent State Law Examination
    2003-03-02
Other Names
  • Jane Natalie Bechthold
  • Jane Natalie Huff
  • Jane Natalie Huff-Geib

View on SEC IAPD

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