Oakbrook Terrace, IL Office

Team
Updated today

Client AUM

$2,064,369,837

Clients

42,497

Advisors

13

Of 1,120 advisors across 280 offices

Location

One Trans Am Plaza

Oakbrook Terrace IL 60181

Advisors at this office

13

Advisors at this office

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Victor S

Series 63, Series 65

Oakbrook Terrace, IL

Transamerica Financial Advisors

Victor Salvador is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Victory Brokerage Services and the National Association of Registered Social Security Analysts. Outside of advisory work, he is involved in financial education, teaching literacy classes through the Heartland Institute of Financial Education, and participates in event organization for regional teams. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Anthony G

Series 63, Series 65

Oakbrook Terrace, IL

Transamerica Financial Advisors

Anthony Gurrieri is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at WealthWave, LSPN Pro, Apollo Agency, and several other firms. He is involved with the Heartland Institute for Financial Education as a registry instructor. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses. The firm employs a model-driven investment approach using proprietary and third-party portfolios, supported by a large advisor network and multiple program platforms.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Elvira A

Series 63, Series 65

Oakbrook Terrace, IL

Transamerica Financial Advisors

Elvira Aldana is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at American Equity since 2022 and has been with Transamerica Financial Advisors and Wfgia since 2016 and 2015, respectively. Aldana is also the president and CEO of Aldana Financial Group LLC, which provides management and sales of life, annuities, long-term care, and health disability insurance products. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory model primarily uses model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365, with regulatory assets under management of about $1.7 billion.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Chantay M

Series 63, Series 66, Series 65

Oakbrook Terrace, IL

Transamerica Financial Advisors

Chantay Moore is a financial advisor at Transamerica Financial Advisors with 17 years of industry experience. She holds the Series 63, 65, and 66 credentials. Moore is involved in multiple outside activities, including serving as a board member of the American Indian Center of Chicago and Chicago Women in Trades, founding Native American Financial Literacy Services, and operating professional notary and tax preparation businesses. Transamerica Financial Advisors serves a diverse client base with advisory and broker-dealer services, offering proprietary and third-party model portfolios and access to insurance and brokerage products.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Thomas D

Series 63, Series 65

Oakbrook Terrace, IL

Transamerica Financial Advisors

Thomas Drennan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has also worked with World Financial Group since 2002. In addition to his advisory work, he is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, supported by a large advisor network and multiple program platforms.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Todd K

Series 63, Series 65

Oakbrook Terrace, IL

Transamerica Financial Advisors

Todd Kemp is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been associated with Transamerica Financial Advisors since 2012 and has also been involved with several other ventures, including ownership of The Kemp Group and serving as a registry instructor at the Heartland Institute of Financial Education. Additionally, he offers estate planning services through Net Law. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, providing both advisory and broker-dealer services. The firm offers proprietary and third-party model portfolios with discretionary and non-discretionary program choices and supports plan clients through affiliated retirement and recordkeeping entities.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Michael S

Series 66

Oakbrook Terrace, IL

Transamerica Financial Advisors

Michael Sparrow is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and four years of industry experience. He has worked with firms including NetLaw and WFGIA, and has been a songwriter receiving royalties and performing occasionally since 2013. Additionally, he serves as a referral partner for NetLaw, a company providing estate planning services. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary model portfolios and third-party managers across discretionary and non-discretionary platforms.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Veena G

Series 63, Series 65

Oakbrook Terrace, IL

Transamerica Financial Advisors

Veena Gandhi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Transamerica Financial Advisors since 2015 and is also involved in estate planning education through roles with Inheritguard, LLC and LSPN Pro LLC. Additionally, she participates in activities related to insurance sales and client education with affiliated entities including World System Builders and EBRM Agency. Transamerica Financial Advisors serves a diverse client base including individuals, high net worth clients, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach across multiple platforms, including Transamerica ONE and TFA365, with approximately $1.7 billion in regulatory assets under management.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Robert P

Series 63, Series 65

Oakbrook Terrace, IL

Transamerica Financial Advisors

Robert Pacheco is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica since 2012. In addition to his advisory role, he is involved with the Heartland Institute of Financial Education, providing financial literacy courses to groups. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both fee-based advisory programs and commission-based insurance and brokerage products.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Arthur R

Series 63, Series 65

Oakbrook Terrace, IL

Transamerica Financial Advisors

Arthur Reich is a financial advisor with Transamerica Financial Advisors in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and with 28 years of industry experience. His background includes roles at several firms such as Medico Insurance Company, Travel Guard International, and World Financial Group. He has also been involved in insurance sales and ownership of Wellington Group of Illinois LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm employs a model portfolio and third-party manager approach, supported by a large advisor network and multiple program platforms.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Nathaniel S

Series 65, Series 63

Oakbrook Terrace, IL

Transamerica Financial Advisors

Nathaniel Salvador is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has been associated with Transamerica Financial Advisors and Victor Salvador since 2017 and has been involved with World System Builders since 2023. He also oversees assistants and conducts product research in his role with Victor Salvador. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and a registered investment adviser, providing a variety of investment programs and support services for retirement and plan clients.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Wei Z

Series 65, Series 63

Oakbrook Terrace, IL

Transamerica Financial Advisors

Wei Zhang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and 13 years of industry experience. He has worked at Transamerica Financial Advisors since 2013 and is also involved with Net Law Inc. and the Heartland Institute of Financial Education, a nonprofit focused on financial literacy and college planning. Zhang’s other activities include referring clients for estate planning services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a mix of advisory and broker-dealer services through proprietary and third-party model portfolios, with programs that can be discretionary or non-discretionary depending on client needs.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Marek K

Series 63, Series 66

Oakbrook Terrace, IL

Transamerica Financial Advisors

Marek Klincewicz is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior work includes roles at Sirius Holdings LLC and World Financial Group, Inc. He is also involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, and businesses, delivering services through multiple advisory platforms and a large network of advisors. The firm’s investment approach relies primarily on model portfolios and third-party managers rather than individual advisor discretion.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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