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 operating out of Greenfield, Indiana who has 2 years of industry experience. Donaugh is currently employed by Transamerica Retirement Advisors, LLC. Donaugh has gained experience 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. Donaugh maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Indiana. 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 advisors. It handles $10 billion in total assets among its 147,144 accounts, placing it among the biggest firms in the nation by assets under management. The business performs 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 advisory fee schedules depend on the type of services offered. Fees billed by Transamerica Retirement Advisors, LLC likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

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

Greenfield, IN

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$10,354,682,076

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

311

IN Average: 157
Total Number of Accounts

147,144

IN Average: 8,262
Average Account Size

$70,371

IN 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

Bryan Donaugh Work History

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

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

*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 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

Nicolas Rhodes
Fairhope, AL
Lynn Parrott
Denver, CO
Victoria Harrison
Saint Petersburg, FL
Hali Terry
Granbury, TX
Steven Beller
Macomb, MI
Sebastien Theodore
Colorado Springs, CO
Barnabas White
Acworth, GA
Duncan Campbell
Round Rock, TX

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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