Tana Hausch

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

• 01/2021 → Present
  Transamerica Financial Advisors, Inc
  Newport Beach, CA
• 11/2020 → Present
  Wfgia
  Newport Beach, CA
• 03/2019 → 11/2019
  Angel Longevity Medical Center
  Studio City, CA
• 07/2018 → 01/2019
  Nycote
  North Hollywood, CA
• 01/2013 → 07/2018
  Business Consultant
  Manhattan Beach, CA
• 01/2019 → 03/2019
  Unemployed
  Manhattan Beach, CA
• 11/2019 → 12/2020
  World Financial Group
  Glendale, CA
• 04/2023 → Present
  Tana Hausch, Independent Real Estate Agent
  Manhattan Beach, CA
• 08/2025 → Present
  Dynex Group Benefits Solutions
  Dunedin, FL

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc TANA HAUSCH, INDEPENDENT REAL ESTATE AGENT POSITION: Independent Real Estate Agent NATURE: Commerical Real Estate Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/17/2023 ADDRESS: 3704 The Strand, 3, Manhattan Beach CA 90266, United States DESCRIPTION: Independent Real Estate Agent - very little daily activities. This is not senior to my securities business. DYNEX GROUP BENEFITS SOLUTIONS POSITION: Sales NATURE: Group Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2025 ADDRESS: 1497 Main Street, 239, Dunedin FL 34698, United States DESCRIPTION: Working with companies providing group health insurance solutions. Providing quotes, closing the sale and making sure the employees are signing up for the healthcare.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-12
• S63 Uniform Securities Agent State Law Examination
  2021-05-06

Other Names

• Tana Ann Oldfield