UBS Financial Services
47yrs
Top advisor by experience in Plano
25yrs
Daniel Melander
Full name on record: Daniel E Melander
Financial advisor at Transamerica Financial Advisors
Daniel Melander has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Plano, Texas. After two years at Investment Advisors International, Daniel joined Transamerica Financial Advisors in 2012, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?Top 12% by experience in Plano
Office4324 Mapleshade Ln., Suite 263, Plano, TX 75093
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?1 state
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowTransamerica Financial Advisors, LLCCurrent firm
- May 2010 – Jan 2012Investment Advisors International, Inc.Previously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Transamerica Financial Advisors at (770) 248-3271 and ask for Daniel Melander. Daniel works from the Plano, TX office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2002, about 25 years. Top 12% by experience in Plano.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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