Sheila Gindhart (CRD# 6218898) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Mukwonago, WI and has over 10 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Investors Securities Corporation | Mukwonago, WI | Jul 2021 - Current | 2 |
| Transamerica Life Insurance Company | Mukwonago, WI | Jul 2021 - Current | 2 |
| World Financial Group, Inc. | Madison, WI | Jul 2021 - Jul 2021 | < 1 |
| Unemployed | Mukwonago, WI | Jul 2019 - Jul 2021 | 2 |
| Edward Jones | St Louis, MO | Jul 2013 - Jul 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- WI
-
Total Assets Under Management12,680MILLIONS
-
Total Number of Accounts160,403ACCOUNTS
-
Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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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