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David Carl Preuss

Transamerica Retirement Advisors, LLC

Marietta, GA

CRD 4210608

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Employer firm

Transamerica Retirement Advisors, LLC CRD 107319

$18.8B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Transamerica Retirement Advisors, Llc

6400 C Street Sw, Cedar Rapids, IA 52499 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2015-08-05
  • GA RA
    APPROVED
    Since 2015-08-05

Branch Locations

Marietta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Retirement Solutions Marietta GA 08/2013 Present
Transamerica Investors Securities Corporation Marietta GA 08/2013 Present
  • 08/2013 → Present
    Transamerica Retirement Solutions
    Marietta, GA
  • 08/2013 → Present
    Transamerica Investors Securities Corporation
    Marietta, GA
Other Businesses

I own one residential property, that I rent out for income. 142 McLaren Gates Drive, Marietta, GA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-01
S63 Uniform Securities Agent State Law Examination 2000-12-21
  • S65 Uniform Investment Adviser Law Examination
    2015-08-01
  • S63 Uniform Securities Agent State Law Examination
    2000-12-21
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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