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Transamerica Retirement Advisors, LLC CRD 107319
$18.8B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6400 C Street Sw, Cedar Rapids, IA 52499 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Richfield | OH | 07/2001 | 02/2017 |
| Schwab Retirement Plan Services | Richfield | OH | 07/2001 | 02/2017 |
| The Huntington National Bank | Akron | OH | 02/2017 | 09/2018 |
| The Huntington Investment Company | Columbus | OH | 09/2018 | 10/2020 |
| Lpl Financial, Llc | Cleveland | OH | 03/2021 | 08/2025 |
| Unemployed | Wadsworth | OH | 11/2020 | 02/2021 |
| Global Retirement Partners | Cleveland | OH | 02/2021 | 08/2025 |
| Global Retirement Partners, Llc | San Rafael | CA | 07/2023 | 08/2025 |
| Voya Financial Partners, Llc | Wadsworth | OH | 09/2025 | 06/2026 |
| Voya | Wadsworth | OH | 09/2025 | 06/2026 |
| Voya Retirement Advisors, Llc | Wadsworth | OH | 09/2025 | 06/2026 |
| Transamerica Investors Securities, Llc | Wadsworth | OH | 06/2026 | Present |
| Transamerica Life Insurance Company | Wadsworth | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-21 |
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