Thomas Donald Hanson

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
• 07/2008 → Present
  Dream Team Financial Llc
  Mcfarland, WI
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Madison, WI
• 08/2026 → Present
  Integrated Trust Systems
  Scottsdale, AZ

Previous Registrations

• 2006-12-20 → 2012-01-06
  Investment Advisors International, Inc.
  Madison, WI

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). DREAM TEAM FINANCIAL LLC/NO/6208 Exchange Street McFarland WI 53558/6084460877/PRESIDENT/07/18/2008/this is an Outside Business activity to improve my tax treatment, I transfer my WFG/WGS/IAI pay checks into my business checking account, and pay business expenses out of this account/there is no extra hours used to run this LLC INTEGRATED TRUST SYSTEMS POSITION: Referral Sales Agreement NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2026 ADDRESS: 7373 E Doubletree Ranch Road, Second Floor, Suite 200, Scottsdale AZ 85258, United States DESCRIPTION: Referral Sales Associate responsibility is to refer people who need further information on how to set up proper estate plan to Integrated Trust Systems.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-19
• S63 Uniform Securities Agent State Law Examination
  1996-06-17

Other Names

• Thomas Hanson