Plano, TX Mapleshade Ln. Office

Team
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Transamerica Financial Advisors

Enterprise

Firm-wide stats for Transamerica Financial Advisors

Total advisors

1,128

Across 281 offices

Clients per advisor

38 Low

Avg AUM per client

$48,577 Very Low

HNW client ratio

3% Low

About

Transamerica Financial Advisors serves a broad client base that includes individual investors (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker‑dealer services: fee‑based wrap programs and model portfolios (TFA365, Transamerica ONE, Transamerica ALPHA), access to third‑party money managers, and commission‑based insurance and brokerage products.

TFA delivers advice through a mix of proprietary model suites (including Transamerica I‑Series) and a range of third‑party model managers, with program choices that can be discretionary (managed on clients’ behalf) or non‑discretionary depending on the platform and manager. As of December 31, 2025, TFA reported roughly $1.66 billion in discretionary AUM and $443.5 million in non‑discretionary AUM, and client relationships are reviewed at least annually with program‑specific trading and custodial arrangements.

Compared with many large enterprise advisers, TFA is distinctive in operating concurrently as a registered broker‑dealer and as an RIA and in maintaining affiliated retirement and recordkeeping entities (e.g., Transamerica Retirement Solutions and related affiliates) that support plan clients. The firm also offers securities‑backed lending and a bank deposit sweep as platform features with disclosed revenue‑sharing arrangements, and it has been subject to SEC and FINRA enforcement settlements in the past decade related to share‑class disclosures, model issues, and supervisory matters.

Based on Transamerica Financial Advisors

Expertise

ESG / Sustainable investing Concentrated stock management Wealth management

Based on Transamerica Financial Advisors

Occupation focus

Founder/Business Owner

Based on Transamerica Financial Advisors

Location

4324 Mapleshade Ln., Suite 263

Plano TX 75093

Advisors at this office

8

Advisors at this office

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Timothy M

Series 63, Series 65

Plano, TX

Transamerica Financial Advisors

Timothy Mullaney is a financial advisor at Transamerica Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at various organizations including WealthWave, NetLaw Inc., and Champion Health, Inc. His outside activities include providing financial education courses through the Heartland Institute of Financial Education and serving as a notary. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

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

Jane L

Series 63, Series 65

Plano, TX

Transamerica Financial Advisors

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.

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

Series 63, Series 65

Plano, TX

Transamerica Financial Advisors

Daniel Melander is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and over 25 years of industry experience. His career includes roles at Integrated Trust Systems, Magellan Research Group, WealthWave, and Managed Wealth Financial. He provides consulting and research services part-time to Magellan Research Group and works as a referral sales associate for Integrated Trust Systems on estate planning. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers. The firm operates both as a registered broker-dealer and RIA, supporting various client needs with discretionary and non-discretionary investment programs.

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

Series 63, Series 65

Plano, TX

Transamerica Financial Advisors

Michael Lee is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role since 2012, Lee serves as the superintendent of Booker Independent School District and is the owner of a family farm. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary investment programs.

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

Drew L

Series 63, Series 66

Plano, TX

Transamerica Financial Advisors

Drew Labarbera is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 designations and has 37 years of industry experience. He has been with Transamerica Financial Advisors since 2014 and has a long career that includes ownership and management roles in several businesses, including a golf course and real estate development. Outside of his advisory work, Labarbera is a part owner of Northern Challenge Golf Course and has been involved in land development around the course. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio and third-party manager approach, delivering advisory services through multiple platforms and a large network of advisors.

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

Series 63, Series 65

Plano, TX

Transamerica Financial Advisors

Irma Sandoval is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has held roles with Colonial Life & Accident Insurance Company, WealthWave, Debtmerica Relief, and Wfgia. Outside of her advisory work, she is involved in administering employee benefits for companies through Colonial Life. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its advisory services.

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

Series 63, Series 65

Plano, TX

Transamerica Financial Advisors

Nitame Thomas Sr. is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with various organizations, including the U.S. Department of Labor and the Veterans Health Administration. He is the founder of Growapprised, a business education company focused on entrepreneurial growth and strategic oversight. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios.

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

Jeanette H

Series 63, Series 65

Plano, TX

Transamerica Financial Advisors

Jeanette Hilton is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Her career includes roles at Integrated Trust Systems, WealthWave, and Fannie Mae, among others. Hilton is also involved in several entrepreneurial ventures, including ownership of a publishing business producing books for royalty income and participation in an oil and gas royalty enterprise. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations. The firm offers a variety of advisory and broker-dealer services, featuring proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
View complete list of advisors at this office
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