Jonathan
Robinson
Transamerica Retirement Advisors, LLC
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About this Advisor
Jonathan Robinson is a financial advisor based in Franklin, Wisconsin, working with Transamerica Retirement Advisors, LLC. Jonathan has previously held positions at Greg Lavin, Northwestern Mutual Investment Services LLC, Uvest Financial Services Group Inc, Park Bank, Northwestern Mutual Wealth Management Company, Transamerica Retirement Solutions, and Transamerica Investors Securities Corporation. Jonathan has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Wisconsin. Currently, Jonathan is part of Transamerica Retirement Advisors, LLC, which operates out of Franklin, Wisconsin. 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
Services Offered
Fee Structure
Office Location
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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
Jonathan Robinson Work History
Transamerica Retirement Solutions
Transamerica Investors Securities Corporation
Northwestern Mutual Wealth Management Company
Greg Lavin
Northwestern Mutual Investment Services LLC
Greg Lavin
Uvest Financial Services Group Inc
Park Bank
Disclosures
Please visit the SEC profile of Jonathan Robinson 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
New Brighton, MN
Mt. Kisco, NY
Carmel, IN
Denver, CO
Houston, TX
Evergreen, CO
Stillwater, MN
Tampa, FL
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