Michael
Cimarik

Transamerica Retirement Advisors, LLC

CRD#2519885
Investment Advisor
in Saint Petersburg, FL

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About this Advisor

Michael Cimarik is a financial advisor working out of Saint Petersburg, Florida who has 2 years of industry experience. Cimarik is an advisor for Transamerica Retirement Advisors, LLC. Their career trajectory has included roles at Franklin Templeton Distributors, Inc, Franklin Templeton Financial Services Corp, Symmetry Financial Group, Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. Cimarik has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Transamerica Retirement Advisors, LLC is a financial advisory company that has its headquarters in Saint Paul, MN. The firm has offices in 20 locations and a total of 311 financial advisors. It has $10 billion in assets among its 147,144 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm offers a broad range of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors usually depend on the type of services provided. However, fee types charged by Transamerica Retirement Advisors, LLC can be comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

570 Carillon Parkway
Saint Petersburg, FL 33716

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$10,354,682,076

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

311

FL Average: 157
Total Number of Accounts

147,144

FL Average: 8,262
Average Account Size

$70,371

FL 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

Michael Cimarik Work History

Michael has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Transamerica Investors Securities Corporation

2021 - Present (3 years)

Transamerica Life Insurance Company

2021 - 2021 (< 1 year)

Symmetry Financial Group

2020 - 2020 (< 1 year)

Franklin Templeton Financial Services Corp

2002 - 2020 (18 years)

Franklin Templeton Distributors, Inc

*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 Michael Cimarik 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

Hali Terry
Granbury, TX
Nicolas Rhodes
Fairhope, AL
Brett Weston
Palm Coast, FL
Victoria Harrison
Saint Petersburg, FL
Elisabeth Henderson
Saint Petersburg, FL
Steven Beller
Macomb, MI
Martha Reynoso
Tolleson, AZ
Sheila Gindhart
Mukwonago, WI

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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