Marilee Engelman, financial advisor Madison WI

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 15 years of experience in the finance industry.

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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
Contact Info for Marilee J. Engelman
Phone Number: 727-299-1800
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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, WY

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