Alan R Wilde

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

• 06/2001 → Present
  Wfgia
  Iowa City, IA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  So. Jordan, UT
• 08/2015 → 10/2016
  Awesome Insurance
  Lehi, UT
• 08/2015 → 02/2024
  Awesome Benefit Advisors
  Sandy, UT
• 04/2018 → 02/2024
  Inovashare Benefits Llc
  Santy, UT
• 02/2022 → Present
  Business Network International
  Lehi, UT
• 01/2013 → Present
  Managed Wealth Financial
  South Jordan, UT
• 03/2023 → Present
  Megasphere
  Orem, UT

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Managed Wealth FinancialSouth JordanUtahUnited StatesYesNone 01/2013PRESENT Business Network international / 0222-Present / Investment Related: No / 301 North 1220 East, Lehi, UT 84043 / BNI member / Business Networking/ Hrs. Work Monthly: 8 / Sec Trading Hrs: 1 / 1 and half hour weekly attendance networking with other business owners MEGASPHERE POSITION: guest NATURE: networking relationship group INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/15/2023 ADDRESS: 998 N. 1200 W., Orem UT 84057, United States DESCRIPTION: none currently, just weekly meetings to discuss different ideas and exchange referrals Similar to BNI groups.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-15
• S63 Uniform Securities Agent State Law Examination
  1993-04-12

Other Names

• Alan R Wilde