Marilee Engelman, financial advisor Madison WI
93 score

Marilee Engelman

CRD Number: 5570128
Current Firm: Transamerica Financial Advisors, Inc.

Marilee Engelman (CRD# 5570128) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Madison, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
First Step Learning Academy Kenosha, WI Jun 2014 - Current 2
Transamerica Financial Advisors, Inc. Madison, WI Jan 2012 - Current 4
World Financial Group Madison, WI Apr 2008 - Current 8
Big Oak Childcare Center Madison, WI Feb 2013 - Jun 2014 1
Giving Tree Early Learning Academy Madison, WI Mar 2014 - May 2014 < 1
Learning Ladder Preschool And Childcare Cottage Grove, WI Nov 2013 - Mar 2014 < 1
Little Starz Preschool And Day Center Waunakee, WI Apr 2013 - Nov 2013 < 1
Creative Learing Preschool & Childcare Center Madison, WI Jun 2012 - May 2013 < 1
Investment Advisors International, Inc. Madison, WI Jul 2009 - Jan 2012 2
World Group Securities, Inc. Madison, WI Jul 2008 - Jan 2012 3
Madison Area Down Syndrome Society Madison, WI Jun 2010 - Nov 2010 < 1
Herzing College Online Milwaukee, WI Sep 2007 - Feb 2010 2
Unemployed Lake Geneva, WI Jul 2007 - Sep 2007 < 1
Cesa 11 Turtle Lake, WI Jul 2005 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Marilee J. Engelman
Phone Number: 727-299-1800
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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