Jeffrey
Strittmatter
Transamerica Retirement Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jeffrey Strittmatter is a financial advisor based in Camas, Washington, working with Transamerica Retirement Advisors, LLC. Jeffrey has previously held positions at 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. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Jeffrey is part of Transamerica Retirement Advisors, LLC, which operates out of Camas, Washington. The firm has 53 offices and 333 employees. The firm manages assets totaling $12.7 billion and offers services including 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
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Transamerica Retirement Advisors, LLC Brokerage Details
$12,680,043,622
333
160,403
$79,051
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
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
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.
Financial Advisors at Transamerica Retirement Advisors, LLC
Bloomington, MN
Evergreen, CO
Hudson, WI
Denver, CO
Houston, TX
Brentwood, TN
Stillwater, MN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
