Gary Leonard Ziegler

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
  Wfg
  Madison, WI
• 08/1996 → 12/2021
  Ziegler Financial Group (Dba)
  Madison, WI
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Madison, WI
• 02/2015 → Present
  Business Networking International (Bni)
  Madison, WI
• 01/2022 → Present
  Ziegler Financial Group Inc.
  Madison, WI

Previous Registrations

• 2008-07-16 → 2012-01-06
  Investment Advisors International, Inc.
  Madison, WI

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. BUSINESS NETWORKING INTERNATIONAL (BNI); NO; 706 JOHN NOLEN DRIVE, MADISON, WI 53713; BUSINESS REFERRAL NETWORKING; MEMBER ZIEGLER FINANCIAL GROUP INC. POSITION: owner NATURE: WFG/TFA INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 1 White Oaks Ln., Madison WI 53711-6217, United States DESCRIPTION: Pay office rent, Pay office assistant weekly.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-02
• S63 Uniform Securities Agent State Law Examination
  1994-08-26