Kelli
Wolters

Transamerica Retirement Advisors, LLC

CRD#7032558
Investment Advisor
in New Port Richey, FL

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About this Advisor

Kelli Wolters is a financial advisor based in New Port Richey, Florida, working with Transamerica Retirement Advisors, LLC. Kelli has previously held positions at Proequities Inc, Protective Life, Ohio National Financial Services, Cornerstone Brokerage Services, Ipa Family LLC, Transamerica Investors Securities Corporation, Metlife, and Transamerica Life Insurance Company. Kelli has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Kelli is part of Transamerica Retirement Advisors, LLC, which operates out of New Port Richey, Florida. The firm has 53 offices and 333 employees. The firm manages assets totaling $12.7 billion and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Transamerica Retirement Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

New Port Richey, FL

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$12,680,043,622

FL Average: $9,259,360,772
Total Number of Employees

333

FL Average: 166
Total Number of Accounts

160,403

FL Average: 7,189
Average Account Size

$79,051

FL Average: $1,287,990

Investment Advisory Services

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

Kelli Wolters Work History

2019 - Present (5 years)

Transamerica Investors Securities Corporation

2019 - Present (5 years)

Transamerica Life Insurance Company

2019 - 2019 (< 1 year)

Metlife

2018 - 2019 (1 year)

Proequities Inc

2018 - 2019 (1 year)

Protective Life

2015 - 2018 (3 years)

Ohio National Financial Services

2015 - 2015 (< 1 year)

Cornerstone Brokerage Services

2013 - 2015 (2 years)

Ipa Family LLC

Disclosures

Please visit the SEC profile of Kelli Wolters 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

Alex Adair
Minneapolis, MN
Dennis Rooney
Charlotte, NC
John Illingworth
Carmel, IN
Kevin Vaughan
Denver, CO
Anita Ixcamparij
Houston, TX
Steven Beller
Macomb, MI
Matthew Robbins
Stillwater, MN
Jared Wilson
Tampa, FL

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