Juan Andres Aguilar

Current Employers

Employment History

• 03/2018 → Present
  Transamerica Financial Advisors, Inc.
  Renton, WA
• 07/2015 → Present
  Wfgia
  Renton, WA
• 05/2015 → 11/2016
  Daikin Applied
  Jersey City, NJ
• 12/2015 → Present
  Heartland Institute Of Financial Technology
  Renton, WA
• 07/2020 → Present
  Aetos Leadership Group, Llc
  Seattle, WA
• 09/2021 → Present
  Lspn Pro, Llc
  Lindon, UT
• 09/2021 → Present
  Legacyshield Solutions, Inc.
  Ponte Vedra Beach, FL
• 12/2023 → Present
  Connexion Insurance Solutions, Inc
  Seattle, WA
• 12/2023 → Present
  American Senior Resources, Inc
  Seattle, WA
• 12/2015 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 08/2024 → Present
  Inheritguard, Llc
  Sheridan, WY
• 12/2024 → Present
  Memorylanepark Llc
  Seattle, WA
• 03/2025 → Present
  Prime Corporate Services, Llcs
  Murray, UT
• 01/2026 → Present
  The Miliare Group
  Corona, CA

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Aetos Leadership Group, LLC/N0/4647 S. Chicago St. Seattle, WA 98118/Payroll Purposes/ Member/07/14/2020/1/0/ provide the accountant the number of employees that we have and the numbers the hours our admin assistant is working per week. In addition, to pay for worker's compensation as required for the state of WA ***With Restrictions *** CONNEXION INSURANCE SOLUTIONS, INC POSITION: Individual Producer NATURE: Health Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 12/15/2023 ADDRESS: P.O. Box 34315 MS320, Seattle WA 98124, United States DESCRIPTION: As a Health Insurance Individual Producer, I willprovide businesses with medical employer group plans as well asother Employer Group Ancillary plans. My responsibilities include conducting client consultations, maintaining in-depth product knowledge, and effectively recommending and explaining various employer plan policies. I will guide clients through the application process, ensuring accuracy and timely submission, while also providing ongoing customer service, addressing inquiries, and assisting with claims. To build and sustain a client base, I actively engage in networking and marketing efforts. AMERICAN SENIOR RESOURCES, INC POSITION: Independent Agent NATURE: Health Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 12/22/2023 ADDRESS: 9725 3rd Avenue NE, Suite #110, Seattle WA 98115, United States DESCRIPTION: As a Health Insurance Individual Producer, I will be advising individuals on the most suitable health insurance policies based on their unique needs, financial situations, and preferences. My responsibilities include conducting client consultations, maintaining in-depth product knowledge, and effectively recommending and explaining various policies. I guide clients through the application process, ensuring accuracy and timely submission, while also providing ongoing customer service, addressing inquiries, and assisting with claims. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: COLLEGE CONSULTANT NATURE: COLLEGE PLANNING COACHING INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2015 ADDRESS: 8301 East Prentice Avenue, Suite 312, Greenwood Village CO 80111, United States DESCRIPTION: Present and provide information about HIFE CPP to prospective parents and students. INHERITGUARD, LLC POSITION: NA NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/20/2024 ADDRESS: 30 N Gould Street, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS. MEMORYLANEPARK LLC POSITION: Chief Strategy Officer NATURE: Fashion INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 12/20/2024 4647 S. Chicago St., Seattle WA 98118, United States DESCRIPTION: long-term strategies, operational efficiencies, align with its mission and vision. PRIME CORPORATE SERVICES, LLCS POSITION: Affiliate NATURE: Business Corporate Services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/17/2025 5250 S. Commerce Drive, Suite 200, Murray UT 84107, US DESCRIPTION: refer entrepreneurs and small business owners for business formation, tax planning, and credit building. I share resources and help connect potential clients with PCS so they can get expert support. THE MILIARE GROUP POSITION: associate,NATURE: Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2026, Corona CA 92880, United States DESCRIPTION: WFG Co-Brand

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-06
• S63 Uniform Securities Agent State Law Examination
  2018-04-22