Daniel
Lanskey
Transamerica Financial Advisors, Inc
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About this Advisor
Daniel Lanskey is a financial advisor operating out of Englewood, Colorado with 5 years of industry experience. Lanskey is currently employed by Transamerica Financial Advisors, Inc. Lanskey has gained experience at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Trizetto Corporation and Net Law Group Inc. Lanskey holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Colorado. Transamerica Financial Advisors, Inc is an advisory company that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 people on staff. It has $2 billion in total assets between its 59,659 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 59,659 client accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice largely depend on which services the firm provides the client. However, fees billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Daniel Lanskey Work History
Daniel has been registered as a financial advisor for 5 years.*
Net Law Group Inc
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Trizetto Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Lanskey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
Irvine, CA
Draper, UT
Braintree, MA
Rancho Santa Margarita, CA
Woodland Hills, CA
Plano, TX
San Antonio, TX
Plano, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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