Jeffrey
Strittmatter
Transamerica Retirement Advisors, LLC
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About this Advisor
Jeffrey Strittmatter is a financial advisor based in Camas, Washington with a total of 1 year of relevant experience. Strittmatter is an advisor for Transamerica Retirement Advisors, LLC. Their career trajectory has included roles at Jp Morgan Chase Bank Na, J.P. Morgan Securities LLC, Capital One Financial Advisors, Capital One Sharebuilder, Inc, Sharebuilder 401K, Cetera Investment Advisers LLC, Regions Bank, Cetera Investment Services LLC, Compass Bank, Bbva Securites Inc, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc, Invesco, Russell Investments Financial Services, LLC, Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. Strittmatter maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Washington. Transamerica Retirement Advisors, LLC is a financial advisory firm based in Saint Paul, MN. It has offices in 20 locations and a total of 311 people on staff. It manages $10 billion in assets under management across its 147,144 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. Transamerica Retirement Advisors, LLC has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial management fee schedules usually are based on which services the firm provides the client. Fee types billed by Transamerica Retirement Advisors, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Retirement Advisors, LLC Brokerage Details
$10,354,682,076
311
147,144
$70,371
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Jeffrey Strittmatter Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Transamerica Investors Securities Corporation
Transamerica Life Insurance Company
Russell Investments Financial Services, LLC
Invesco
Compass Bank
Bbva Securites Inc
Bbva Compass Insurance Agency, Inc
Bbva Wealth Solutions Inc
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Regions Bank
Capital One Sharebuilder, Inc
Sharebuilder 401K
Cetera Investment Advisers LLC
Regions Bank
Cetera Investment Services LLC
Capital One Financial Advisors
J.P. Morgan Securities LLC
Jp Morgan Chase Bank Na
*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 Jeffrey Strittmatter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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