Marilee Engelman (CRD# 5570128) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Madison, WI and has over 15 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Walworth County Economic Development Alliance (wceda) | Elkhorn, WI | Mar 2023 - Current | 1 |
Hands Of Opportunity (racine County Opportunity Center) | Racine, WI | Jun 2022 - Current | 1 |
Racine Unified School District | Racine, WI | Sep 2017 - Current | 6 |
Transamerica Financial Advisors, Inc. | Madison, WI | Jan 2012 - Current | 12 |
Wfgia | Madison, WI | Apr 2008 - Current | 15 |
All About Learning Childcare | West Allis, WI | Jun 2019 - Jun 2022 | 3 |
A.i.m Now (day Care) | Racine, WI | Jun 2018 - Jun 2022 | 4 |
First Step Learning Academy | Kenosha, WI | Jun 2014 - Sep 2018 | 4 |
Teachers On Call | Bloomington, MN | Jul 2017 - Sep 2017 | < 1 |
Big Oak Childcare Center | Madison, WI | Feb 2013 - Jun 2014 | 1 |
Giving Tree Early Learning Academy | Madison, WI | Mar 2014 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2008 |
S65 | NASAA Investment Advisors Law Examination | Jul 2009 |
- WI
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Total Assets Under Management1,815MILLIONS
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Total Number of Accounts59,659ACCOUNTS
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Average Account Value$30,430
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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