Alan R Wilde

Transamerica Financial Advisors, LLC

32 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Transamerica Financial Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

1031 advisors

Number of Clients

42,440 clients

Average Client Portfolio

$41K average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$10

Financial Planning:Investment management only

Minimum Annual Fee:$35

Location

10653 S. River Front Pkwy., Suite 100 and 180, So. Jordan, UT, 84095

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2004

Denied

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Other Business ActivitiesSells Insurance

Alan sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. He also participates in Business Network International and Megasphere, spending a few hours per week on each for business networking and idea exchange.