Transamerica Retirement Advisors, LLC
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Overview
Transamerica Retirement Advisors, LLC is located at 6400 C Street SW, Cedar Rapids, IA. The firm employs 126 financial advisors to manage client portfolios and provide financial guidance. Transamerica Retirement Advisors, LLC is not a registered broker-dealer.
Transamerica Retirement Advisors, LLC oversees $12.7 billion in assets under management across 160,403 accounts, of which 103,932 are discretionary and 56,471 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The firm caters to retail investors and pension plans, with retail investors being the largest client type by accounts. The fee structure at Transamerica Retirement Advisors, LLC includes asset-based and fixed fees. The firm maintains affiliations with a broker-dealer or securities dealer, trust company, insurance company or agency, and commodity pool advisor.
Transamerica Retirement Advisors, LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Transamerica Retirement Advisors, LLC by the Numbers
$12.7 billion
333
160,403
$79.1 thousand
Products and Services
Transamerica Retirement Advisors, LLC offers a variety of services, which can include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. Notably, Transamerica Retirement Advisors, LLC did not provide financial planning services to any of its clients in the previous fiscal year. The Firm is not involved in selling products or offering services aside from investment advice to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually depend on which service is offered. Fees billed by Transamerica Retirement Advisors, LLC likely consist of any combination of the following fee types: asset-based or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to retail investors and pension plans. Out of its 2 clients, Transamerica Retirement Advisors, LLC's largest client type by number of accounts is retail investors.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 99.99%
- Corporations - 0.01%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Transamerica Retirement Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Transamerica Retirement Advisors, LLC
New Brighton, MN
Mt. Kisco, NY
Carmel, IN
Denver, CO
Houston, TX
Bloomington, MN
Stillwater, MN
Tampa, FL
Largo, FL
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