Upasana Khandelwal

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

• 11/2018 → 12/2021
  Wells Fargo Bank, Na
  Chanhassen, MN
• 06/2019 → 12/2021
  Wells Fargo Clearing Services, Llc
  Chanhassen, MN
• 10/2012 → 10/2018
  Unemployed
  Shakopee, MN
• 12/2021 → Present
  Transamerica Investors Securities Corporation
  St. Paul, MN
• 12/2021 → Present
  Transamerica Life Insurance Company
  St. Paul, MN

Previous Registrations

• 2019-12-17 → 2021-12-08
  Wells Fargo Clearing Services, Llc
  Wayzata, MN
  Chanhassen, MN

Other Businesses

KRAFT BAZZAR; NOT INVESTMENT RELATED; SHAKOPEE,MN; 100% OWNERSHIP; RESTART DATE 12/1/2022; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; MAKING ART PIECES AND SELLING WITHOUT PROFIT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-17
• S63 Uniform Securities Agent State Law Examination
  2019-11-18

Other Names

• Sana Upasana
• Upasana Pipalwa
• Upasana Upasana
• Fnu Upasana