Daniel E Melander
Investment adviser representative at Transamerica Financial Advisors, LLC
18 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Daniel E Melander? Claim your profile
Contact this firm
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
18 years in the industry.
- Integrated Trust SystemsAug 2024 to now
- Magellan Research GroupSep 2023 to now
- WealthwaveJan 2016 to now
- Managed Wealth FinancialJan 2013 to now
- Transamerica Financial Advisors, LLCJan 2012 to now
- WfgiaJan 2012 to now
- D&d American Enterprise LLCMar 2008 to now
- Debtmerica, LLCDec 2011 to Jan 2023
- Superior Lending Associates, LcFeb 2009 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2010
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
- 4354107
- Firm CRD
- 16164