Crystal
Kelly

Transamerica Retirement Advisors, LLC

CRD#6268021
Investment Advisor
in Saint Paul, MN

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About this Advisor

Crystal Kelly is a financial advisor based in Saint Paul, Minnesota, with a total of 1 year of industry experience. Kelly is currently employed by Transamerica Retirement Advisors, LLC. During their career, the advisor has held roles at Transamerica Retirement Solutions and Transamerica Investors Securities Corporation. Kelly maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota. Transamerica Retirement Advisors, LLC is a company operating out of Saint Paul, MN. The investment advisory business has offices in 20 locations and a total of 311 employees. It administers $10 billion in total assets among its 147,144 accounts, making it one of the biggest investment advisory firms in the country by assets under management. Transamerica Retirement Advisors, LLC provides a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types charged by Transamerica Retirement Advisors, LLC likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

408 Saint Peter Street, Suite 210
Saint Paul, MN 55102

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$10,354,682,076

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

311

MN Average: 157
Total Number of Accounts

147,144

MN Average: 8,262
Average Account Size

$70,371

MN 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

Crystal Kelly Work History

Crystal has been registered as a financial advisor for 1 years.*

2018 - Present (6 years)

Transamerica Investors Securities Corporation

2018 - Present (6 years)

Transamerica Retirement Solutions

2015 - 2018 (3 years)

Transamerica Retirement Solutions

2014 - 2015 (1 year)

Transamerica Retirement Solutions

2013 - 2014 (1 year)

Transamerica Retirement Solutions

2013 - 2016 (3 years)

Transamerica Investors Securities Corporation

*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 Crystal Kelly 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
Martha Reynoso
Tolleson, AZ
Christian Deveer
Chandler, AZ
Lynn Parrott
Denver, CO
Barnabas White
Acworth, GA
Brett Weston
Palm Coast, FL
Hali Terry
Granbury, TX
Michael Rogers
Berlin, MD

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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