Jane
Landsberger

Transamerica Financial Advisors, Inc

CRD#4601772
Investment Advisor
in Plano, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jane Landsberger is a financial advisor working in Plano, Texas with a total of 11 years of industry experience. Landsberger is on the advisory team at Transamerica Financial Advisors, Inc. The advisor has gained experience at Wfg, Red Willow-Continent, LLC, Colonial Supplemental Insurance, Secure Horizons By Unitedhealthcare, Unit Petroleum Co, Chesapeake Energy, Panther Energy Co, Apache Corporation, Landsberger Enterprises, LLC, Transamerica Financial Advisors, Inc, Presidio Petroleum LLC, Fourpoint Energy LLC, Net Law, Norman Public Schools, Wealthwave, Kk&L Property Solutions, LLC, Landsberger Enterprises LLC, Midstates Petroleum Company, LLC, Double E Farms, LLC and United Healthcare Medicare Solutions. Landsberger maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Oklahoma and Texas. Transamerica Financial Advisors, Inc is a financial advisory company operating out of Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 advisors. It controls $2 billion in assets among its 59,659 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 18 charitable organizations. Of its 59,659 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice largely vary depending 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

Series 63, Series 65

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

1800 Preston Park Boulevard Suite 130
Plano, TX 75093

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

TX Average: $1,855,561,029
Total Number of Employees

1,235

TX Average: 62
Total Number of Accounts

59,659

TX Average: 2,474
Average Account Size

$30,430

TX Average: $750,025

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

Jane Landsberger Work History

Jane has been registered as a financial advisor for 11 years.*

2023 - Present (1 year)

Kk&L Property Solutions,LLC

2019 - Present (5 years)

Net Law

2018 - Present (6 years)

Presidio Petroleum LLC

2018 - Present (6 years)

Fourpoint Energy LLC

2016 - Present (8 years)

Wealthwave

2015 - Present (9 years)

United Healthcare Medicare Solutions

2013 - Present (11 years)

Midstates Petroleum Company,LLC

2013 - Present (11 years)

Double E Farms,LLC

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2012 - Present (12 years)

Landsberger Enterprises LLC

2011 - Present (13 years)

Apache Corporation

2011 - Present (13 years)

Landsberger Enterprises, LLC

2009 - Present (15 years)

Secure Horizons By Unitedhealthcare

2002 - Present (22 years)

Wfg

2021 - 2021 (< 1 year)

Norman Public Schools

2011 - 2015 (4 years)

Unit Petroleum Co

2011 - 2015 (4 years)

Chesapeake Energy

2007 - 2015 (8 years)

Red Willow-Continent, LLC

2007 - 2015 (8 years)

Panther Energy Co

2005 - 2015 (10 years)

Colonial Supplemental Insurance

*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 Jane Landsberger 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

Karen Ahn
Draper, UT
Chima Uzobuihe
Laurel, MD
Patrick Dailey
Rancho Santa Margarita, CA
Qi Dong
Plano, TX
Chad Tacia
San Antonio, TX
Julie Sun
Bellevue, WA
David Winn
Bridgeport, MI
Raul Reyes
Woodland Hills, CA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started