Lynn
Pederson

Transamerica Retirement Advisors, LLC

CRD#3064069
Investment Advisor
in Bloomington, MN

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About this Advisor

Lynn Pederson is a financial advisor based in Bloomington, Minnesota, working with Transamerica Retirement Advisors, LLC. Lynn has previously held positions at Insurance Network America, Ameriprise Financial Services, Inc, Lpl Financial LLC, Trustone Financial Credit Union, Ameriprise Financial Services Inc, Fidelity Investments, Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and Riversource Distributors, Inc. Lynn has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Minnesota. Currently, Lynn is part of Transamerica Retirement Advisors, LLC, which operates out of Bloomington, Minnesota. 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, 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

Bloomington, MN

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$12,680,043,622

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

333

MN Average: 166
Total Number of Accounts

160,403

MN Average: 7,189
Average Account Size

$79,051

MN 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

Lynn Pederson Work History

2023 - Present (1 year)

Transamerica Investors Securities Corporation

2023 - Present (1 year)

Transamerica Life Insurance Company

2021 - 2023 (2 years)

Fidelity Investments

2019 - 2021 (2 years)

Riversource Distributors, Inc

2018 - 2019 (1 year)

Ameriprise Financial Services Inc

2017 - 2018 (1 year)

Lpl Financial LLC

2017 - 2018 (1 year)

Trustone Financial Credit Union

2014 - 2014 (< 1 year)

Insurance Network America

2014 - 2017 (3 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Lynn Pederson 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

Steven Beller
Macomb, MI
Jasmine Gregg
Lewisville, TX
Joseph Viggiani
Mt. Kisco, NY
Kevin Vaughan
Denver, CO
Anita Ixcamparij
Houston, TX
Kathleen Brown
Lakeville, 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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