Jane
Landsberger

Transamerica Financial Advisors, Inc

CRD#4601772
Investment Advisor
in Plano, TX

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About this Advisor

Jane Landsberger is a financial advisor based in Plano, Texas, working with Transamerica Financial Advisors, Inc. Jane has previously held positions 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. Jane has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Jane is part of Transamerica Financial Advisors, Inc, which operates out of Plano, Texas. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

4324 Mapleshade Ln., Suite 263
Plano, TX 75093

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

TX Average: 62
Total Number of Accounts

45,001

TX Average: 2,474
Average Account Size

$35,987

TX Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jane Landsberger Work History

2023 - Present (2 years)

Kk&L Property Solutions,LLC

2019 - Present (6 years)

Net Law

2018 - Present (7 years)

Presidio Petroleum LLC

2018 - Present (7 years)

Fourpoint Energy LLC

2016 - Present (9 years)

Wealthwave

2015 - Present (10 years)

United Healthcare Medicare Solutions

2013 - Present (12 years)

Midstates Petroleum Company,LLC

2013 - Present (12 years)

Double E Farms,LLC

2012 - Present (13 years)

Transamerica Financial Advisors, Inc

2012 - Present (13 years)

Landsberger Enterprises LLC

2011 - Present (14 years)

Apache Corporation

2011 - Present (14 years)

Landsberger Enterprises, LLC

2009 - Present (16 years)

Secure Horizons By Unitedhealthcare

2002 - Present (23 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

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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

Jeremiah Schalk
Cincinnati, OH
Jason Nunez
Dallas, TX
Robin Corley
Falls Church, VA
Yancey Mbolda
Houston, TX
Angel Vidal
Port Jefferson Station, NY
Lawrence Okechukwu
Houston, TX
Kevin Brunkow
Englewood, CO
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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