Steven
Beller

Transamerica Retirement Advisors, LLC

CRD#2361718
Investment Advisor
in Macomb, MI

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About this Advisor

Steven Beller is a financial advisor based in Macomb, Michigan, working with Transamerica Retirement Advisors, LLC. Steven has previously held positions at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Steven is part of Transamerica Retirement Advisors, LLC, which operates out of Macomb, Michigan. 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 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

Macomb, MI

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$12,680,043,622

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

333

MI Average: 166
Total Number of Accounts

160,403

MI Average: 7,189
Average Account Size

$79,051

MI 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

Steven Beller Work History

2014 - Present (11 years)

Transamerica Investors Securities Corporation

2014 - Present (11 years)

Transamerica Retirement Solutions

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Disclosures

Please visit the SEC profile of Steven Beller 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

William Ryder
Hudson, WI
Adam Helm
Brentwood, TN
Ghada El-Gamal
New Brighton, MN
Kevin Vaughan
Denver, CO
Anita Ixcamparij
Houston, TX
Lynn Pederson
Bloomington, MN
Matthew Robbins
Stillwater, MN
Jared Wilson
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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