Alan
Wilde

Transamerica Financial Advisors, Inc

CRD#2329440
Investment Advisor
in South Jordan, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alan Wilde is a financial advisor operating in South Jordan, Utah with 1 year of industry experience. Wilde is an advisor for Transamerica Financial Advisors, Inc. Wilde has gained experience at Business Network International, Managed Wealth Financial, Megasphere, Wfg, Transamerica Financial Advisors, Inc, Awesome Insurance, Awesome Benefit Advisors and Inovashare Benefits LLC. Wilde has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Utah. Transamerica Financial Advisors, Inc is a registered investment company that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 employees. It administers $2 billion in assets under management between its 59,659 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 18 charitable organizations. Of its 59,659 customer accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Transamerica Financial Advisors, Inc has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees largely are based on the services provided. However, fees billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

10653 S. River Front Pkwy. Suite 100 And 180
South Jordan, UT 84095

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

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

1,235

UT Average: 62
Total Number of Accounts

59,659

UT Average: 2,474
Average Account Size

$30,430

UT 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

Alan Wilde Work History

Alan has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Megasphere

2022 - Present (2 years)

Business Network International

2018 - Present (6 years)

Inovashare Benefits LLC

2015 - Present (9 years)

Awesome Benefit Advisors

2013 - Present (11 years)

Managed Wealth Financial

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2001 - Present (23 years)

Wfg

2015 - 2016 (1 year)

Awesome 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 Alan Wilde 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

Jian Qi
Great Neck, NY
Lu Bo
Bellevue, WA
Julie Sun
Bellevue, WA
Himawan Brasali
San Carlos, CA
Diego Conejo
Pasadena, CA
Raul Reyes
Woodland Hills, CA
Chad Tacia
San Antonio, TX
Amanda Ryba
San Jose, 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