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Cheryl K Wellner

Transamerica Financial Advisors, Inc.

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About Cheryl K Wellner

Cheryl Wellner is a financial advisor with Transamerica Financial Advisors, Inc. She has been in the industry since 2000 and is registered with the state of Utah. Cheryl is also a Series 6 and SIE licensed representative. She has worked with clients of all types, including individuals, families, businesses, and retirement plans. Cheryl is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Cheryl 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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Cheryl Wellner’s Registration & Firm History

UT

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (OREM UT)

IL

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (OAK BROOK IL)

GA

02/18/2000 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 04/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Cheryl K Wellner. Review regulatory record here.
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