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Andrew David Wellner

Transamerica Financial Advisors, Inc.

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About Andrew David Wellner

Andrew David Wellner is a financial advisor who has been in the industry since January 1994. Andrew is currently registered with Transamerica Financial Advisors, Inc. and has branch office locations in Orem, UT. Andrew has held previous registrations with World Group Securities, Inc. and WMA Securities, Inc.. Andrew has passed the Series 6, Series 26, Series 63 and Series 65 exams, and is currently licensed to provide investment advice in multiple states, including Utah, Texas, Alaska, California, Idaho, Nevada, New Jersey, Oregon, and others.

Firm Information

Andrew Wellner is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Wellner’s Registration & Firm History

UT

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (OREM UT)

UT

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (OREM UT)

GA

06/06/1994 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

FL

01/18/1994 - 06/06/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 02/10/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Andrew David Wellner. Review regulatory record here.
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