Daniel John Wehmhoff
Investment adviser representative at Transamerica Retirement Advisors, LLC
8 yearsExperience
1 stateRegistered in
$18.8BFirm assets
33 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Transamerica Retirement Advisors, LLCOct 2019 to now
- Transamerica Investors Securities CorporationOct 2019 to now
- Transamerica Life Insurance CompanyOct 2019 to now
- State Farm Vp Management Corp.May 2019 to Sep 2019
- Kimberly Nybo Insurance AgencyApr 2019 to Sep 2019
- Valic Financial Advisors, Inc.Apr 2018 to Mar 2019
- LyftMar 2018 to Mar 2019
- Eagle Strategies LLCMar 2015 to Apr 2018
- Nylife Securities LLCFeb 2012 to Apr 2018
- New York LifeDec 2011 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MN).
Transamerica Retirement Advisors, LLC
$18.8BAssets managed
212,722Clients
303Advisers
33 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
- 6005165
- Firm CRD
- 107319