Bryan
Donaugh

Transamerica Retirement Advisors, LLC

CRD#6434474
Investment Advisor
in Greenfield, IN

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About this Advisor

Bryan Donaugh is a financial advisor based in Greenfield, Indiana, working with Transamerica Retirement Advisors, LLC. Bryan has previously held positions at Christ The Savior Lutheran Church, One Anchor Financial, Mt Vernon School Corp, Valic Financial Advisors, Inc, American United Life, Oneamerica Securities, Northview Church, Wealthcare Partners LLC, Cwm, LLC Dba Carson Patners, Cetera Advisor Networks, Transamerica Life Insurance Company, and Transamerica Investors Securities Corporation. Bryan has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Bryan is part of Transamerica Retirement Advisors, LLC, which operates out of Greenfield, Indiana. The firm has 53 offices and 333 employees. The firm manages assets totaling $12.7 billion. The services offered by the firm include 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 66

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

Greenfield, IN

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$12,680,043,622

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

333

IN Average: 166
Total Number of Accounts

160,403

IN Average: 7,189
Average Account Size

$79,051

IN 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

Bryan Donaugh Work History

2021 - Present (3 years)

Transamerica Life Insurance Company

2021 - Present (3 years)

Transamerica Investors Securities Corporation

2020 - 2020 (< 1 year)

Valic Financial Advisors, Inc

2020 - 2021 (1 year)

Wealthcare Partners LLC

2020 - 2021 (1 year)

Cwm, LLC Dba Carson Patners

2020 - 2021 (1 year)

Cetera Advisor Networks

2019 - 2019 (< 1 year)

American United Life

2019 - 2019 (< 1 year)

Oneamerica Securities

2019 - 2019 (< 1 year)

Northview Church

2016 - 2019 (3 years)

Valic Financial Advisors, Inc

2015 - 2015 (< 1 year)

Mt Vernon School Corp

2014 - 2016 (2 years)

One Anchor Financial

2012 - 2014 (2 years)

Christ The Savior Lutheran Church

Disclosures

Please visit the SEC profile of Bryan Donaugh 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

Michael Beck
Parker, CO
Alex Adair
Minneapolis, MN
Zachary Howes
Morristown, NJ
Kevin Vaughan
Denver, CO
Anita Ixcamparij
Houston, TX
Chad Foslien
Lakeville, MN
Matthew Robbins
Stillwater, MN
Jared Wilson
Tampa, FL

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