Andrew David Wellner
Investment adviser representative at Transamerica Financial Advisors, LLC
30 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
30 years in the industry.
- Oakleaf Farms LLCAug 2020 to now
- Thunder Cloud Services LLCDec 2016 to now
- Oakleaf Commercial Properties LLCMay 2015 to now
- Oakleaf Industrial Properties LLCDec 2014 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- WfgiaJun 2001 to now
- IhcJan 1997 to now
- Inv3estment Management AssociationAug 1996 to now
- Oakleaf Capital Holdings LLCJan 2015 to Aug 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2425852
- Firm CRD
- 16164