Lisette Mandwee ndzie
Investment adviser representative at Transamerica Financial Advisors, LLC
14 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
14 years in the industry.
- Inheritguard, LLCJan 2025 to now
- Legacyshield Solutions, Inc.Jan 2025 to now
- Transamerica Employee BenefitsJun 2023 to now
- God's GarageSep 2022 to now
- Drastic Steps, LLCMay 2022 to now
- National Association of Registered Security AnalystsNov 2021 to now
- Lisette Mandwee Ndzie Sole Prop - dba Lisette Mandwee Ndzie FinaJan 2019 to now
- Transamerica Financial Advisors, IncApr 2016 to now
- Heartland Institute of Financial EducationNov 2012 to now
- WfgiaJan 2012 to now
- Lspn Pro, LLCJul 2021 to Dec 2024
- Debtmerica ReliefMay 2017 to Mar 2022
- WalgreensFeb 2017 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6641368
- Firm CRD
- 16164