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Jane Natalie Landsberger

Advisor at Transamerica Financial Advisors — Plano, TX Mapleshade Ln.

Updated today

Credentials

Series 63, Series 65

Experience

23 years

Location

Plano, TX 75093

Transamerica Financial Advisors logo

Transamerica Financial Advisors

Enterprise

Total advisors

1,136

Across 283 offices

Clients per advisor

37 Low

Avg AUM per client

$48,577 Very Low

HNW client ratio

3% Low

About

Jane Landsberger is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. Her background includes roles in various sectors such as oil and gas production and estate planning referrals. Outside of her advisory work, she is involved in managing rental properties and holds royalty interests in energy companies. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses.

Client services

Based on Transamerica Financial Advisors

Portfolio management Selection of other advisers

Expertise

Based on Transamerica Financial Advisors

ESG / Sustainable investing Concentrated stock management Wealth management

Occupation focus

Based on Transamerica Financial Advisors

Founder/Business Owner

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Fee options

Percentage

$0 - $10,000: 0.65% (Transamerica ALPHA Standard Service Model) $10,001+: 0.95% (Transamerica ALPHA Premier Service Model applies 0.95% on assets above $10,000, 0.65% on assets $10,000 and below)

Commissions

Commission-based compensation for fixed insurance products through affiliated insurance agency and broker-dealer activities

Other

Minimum fee: For TFA365 Advisory Program accounts below minimum, a minimum annual account fee applies, e.g., $150 minimum annual fee (approximately $12.50 per month) Fee-only: Advisory fees charged as a percentage of assets under management in advisory programs; no commissions for advisory services

Location

See office

Plano, TX Mapleshade Ln.

4324 Mapleshade Ln., Suite 263

Plano TX 75093

Advisors at this office

8

Most active in

Oklahoma · Texas

Work history

23 years of industry experience

KK&L Property Solutions,LLC

2023 - Present • 3 years

Moore, OK

Norman Public Schools

2021 - 2021 • 1 year

Norman, OK

Net Law

2019 - Present • 7 years

Louisville, KY

Fourpoint Energy LLC

2018 - Present • 8 years

Denver, CO

Presidio Petroleum LLC

2018 - Present • 8 years

Fort Worth, TX

WealthWave

2016 - Present • 10 years

Johns Creek, GA

United Healthcare Medicare Solutions

2015 - Present • 11 years

Plano, TX

Midstates Petroleum Company, LLC

2013 - Present • 13 years

Houston, TX

Double E Farms, LLC

2013 - Present • 13 years

Addison, TX

Landsberger Enterprises LLC

2012 - Present • 14 years

Moore, OK

Transamerica Financial Advisors

2012 - Present • 14 years

Plano, TX

Landsberger Enterprises, LLC

2011 - Present • 15 years

Moore, OK

Apache Corporation

2011 - Present • 15 years

Houston, TX

Secure Horizons by UnitedHealthcare

2009 - Present • 17 years

Plano, TX

Wfgia

2002 - Present • 24 years

Plano, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Devin T

Series 65

Dallas, TX

Artham Advisors

Devin is a financial advisor at Artham Advisors in Dallas, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at firms including Deloitte Consulting and Keurig Dr Pepper Inc. Outside of advisory work, he is involved in separate real estate and wellness businesses. Artham Advisors provides investment management and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a strategic asset allocation framework incorporating both passive and active investment approaches and offers discretionary and non-discretionary account management with regular client reporting.

Business sale tax planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Doctor or Medical Professional Executive Founder/Business Owner Established Professionals Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Bryan L

CFP®

Plano, TX

Strategic Financial Planning, Inc.

Bryan Lee is a CFP® with 23 years of industry experience, serving as an advisor at Strategic Financial Planning, Inc. since 1999. Strategic Financial Planning, Inc. provides discretionary wealth management and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm primarily allocates assets among the portfolio best suited for each client's particular situation.

General retirement planning Income planning Wealth management General tax planning Equity compensation tax strategy Self-Employed Doctor or Medical Professional Executive Consultant Sales Professional Established Professionals Mid-Career Professionals Approaching retirement
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John W

Series 63, Series 66, Series 65

Dallas, TX

Coppell Advisory Solutions LLC

John Wessels is a financial advisor at Coppell Advisory Solutions LLC with 17 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at firms including Fusion Capital Management, Wessels Financial Services, Merrill, Northwestern Mutual Investment Management, and Mass Mutual Investors Services. He is also engaged in insurance life and annuity sales as an agent and owner. Fusion Investment Advisors (Coppell Advisory Solutions LLC) provides discretionary portfolio management and financial planning to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture platform with a broad range of investment tools and employs both fundamental and technical analysis to implement tailored, actively managed investment strategies.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
user avatar

Jordan M

Series 63, Series 65, CFP®, EA

Frisco, TX

Sagespring Wealth Partners

Jordan McFarland is a financial planner with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses as well as the CFP® designation. Jordan is also an Enrolled Agent, permitted to practice before the IRS, and focuses on tax planning for business owners and founders. SageSpring Wealth Partners manages approximately $8.5 billion in discretionary assets and serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, utilizing a goals-based approach that incorporates asset allocation, ongoing monitoring, and both fundamental and technical analysis.

Charitable giving tax strategies RSUs / ISOs / NSOs Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner

Robert H

CFP®, Series 7, Series 66, Series 24

Grapevine, TX

Raymond James Financial

Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

General retirement planning Roth conversion strategy Early retirement planning Income planning Founder/Business Owner Executive Approaching retirement Established Professionals Retired Mid-Career Professionals
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Minab M

Series 65

Frisco, TX

Everglade Capital, LLC

Minab Mulugheta is a financial advisor at Everglade Capital, LLC in Frisco, TX, holding a Series 65 designation with several years of experience across financial services and corporate roles. His previous positions include work at SagePoint Capital Partners LLC, Union Home Mortgage, Celanese, NRL Mortgage Servicing, and PricewaterhouseCoopers. Everglade Capital is an independent registered investment adviser serving high-net-worth individuals, families, trusts, foundations, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management alongside a range of planning services, including estate, succession, tax coordination, and family governance, with a focus on diversified portfolios and selective use of alternative investments.

Wealth management Private / alternative investments Charitable giving & philanthropy Business succession planning General estate planning guidance Founder/Business Owner
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