Leslie Theilacker
Investment adviser representative at Transamerica Financial Advisors, LLC
22 yearsExperience
1 stateRegistered 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
22 years in the industry.
- Heartland Institute of Financial EducationJun 2026 to now
- Continuous Process Improvement Consulting LLC.Sep 2023 to now
- College Loan FreedomOct 2020 to now
- Florida Notary PublicOct 2020 to now
- Net Law Group IncorporatedJun 2020 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- WfgFeb 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4923042
- Firm CRD
- 16164