Ben
Rodman

Transamerica Retirement Advisors, LLC

CRD#1134493
Investment Advisor
in Denver, CO

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About this Advisor

Ben Rodman is a financial advisor working out of Denver, Colorado with a total of 4 years of industry experience. Rodman is on the advisory team at Transamerica Retirement Advisors, LLC. During their career, Rodman has held roles at Charles Schwab, Scottrade, Unaffiliated, Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Rodman maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to advise clients in Colorado. Transamerica Retirement Advisors, LLC is a firm that has its headquarters in Saint Paul, MN. It has offices in 20 locations and a total of 311 advisors. It has $10 billion in total assets between its 147,144 client accounts, placing it among the largest firms in the country by assets under management. Transamerica Retirement Advisors, LLC offers a broad assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial advisory fees usually depend on which services are offered. Fee types billed by Transamerica Retirement Advisors, LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1801 California St
Denver, CO 80202

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$10,354,682,076

CO Average: $5,289,111,388
Total Number of Employees

311

CO Average: 157
Total Number of Accounts

147,144

CO Average: 8,262
Average Account Size

$70,371

CO Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Ben Rodman Work History

Ben has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Transamerica Investors Securities Corporation

2019 - Present (5 years)

Transamerica Retirement Solutions

2018 - 2018 (< 1 year)

Unaffiliated

2016 - 2018 (2 years)

Scottrade

2015 - 2015 (< 1 year)

Unaffiliated

2002 - 2015 (13 years)

Charles Schwab

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ben Rodman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Retirement Advisors, LLC

Jonathan Velez
Saint Petersburg, FL
Victoria Harrison
Saint Petersburg, FL
Sheila Gindhart
Mukwonago, WI
Brett Weston
Palm Coast, FL
Kent Colwell
Vista, CA
Barnabas White
Acworth, GA
Martha Reynoso
Tolleson, AZ
Elisabeth Henderson
Saint Petersburg, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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