Michelle Dean Whitlock
Investment adviser representative at Transamerica Financial Advisors, LLC
13 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
13 years in the industry.
- Dean and Whitlock Holdings, LLCOct 2025 to now
- Whitlock Rentals, LLC Master SeriesOct 2025 to now
- Peachy Development, Inc.Apr 2024 to now
- Lspn Pro, LLCFeb 2024 to now
- WealthwaveJun 2023 to now
- Transamerica Financial Advisors, IncNov 2022 to now
- WfgiaApr 2022 to now
- Wasatch Music Coaching AcademyJul 2020 to now
- Dean Voice StudioMay 2019 to now
- StudentAug 2019 to Jun 2020
- UnemployedOct 2017 to Apr 2019
- Self-employedApr 2017 to Oct 2017
- StudentAug 2016 to Apr 2017
- L.A. East Recording StudiosFeb 2013 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7658929
- Firm CRD
- 16164