Daniel John Wehmhoff

Employer firm

Transamerica Retirement Advisors, LLC CRD 107319

$18.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 12/2011 → 04/2018
  New York Life
  Edina, MN
• 02/2012 → 04/2018
  Nylife Securities Llc
  Edina, MN
• 03/2015 → 04/2018
  Eagle Strategies Llc
  Edina, MN
• 03/2018 → 03/2019
  Lyft
  Golden Valley, MN
• 04/2018 → 03/2019
  Valic Financial Advisors, Inc.
  Edina, MN
• 04/2019 → 09/2019
  Kimberly Nybo Insurance Agency
  Columbia Heights, MN
• 05/2019 → 09/2019
  State Farm Vp Management Corp.
  Columbia Heights, MN
• 10/2019 → Present
  Transamerica Investors Securities Corporation
  St. Paul, MN
• 10/2019 → Present
  Transamerica Life Insurance Company
  St.PAul, MN

Previous Registrations

• 2018-04-30 → 2019-04-18
  Valic Financial Advisors, Inc.
  Edina, MN
• 2015-03-18 → 2018-05-09
  Eagle Strategies Llc
  Edina, MN

Exams

• S66 Uniform Combined State Law Examination
  2015-03-16
• S63 Uniform Securities Agent State Law Examination
  2012-02-21

Other Names

• Daniel J Wehmhoff
• Daniel Wehmhoff