Best Investors
Account
Sign in
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 |
|---|---|---|---|
| OK | RA | APPROVED | 2022-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Oklahoma City | OK | 09/2008 | 09/2022 |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 07/2013 | 09/2022 |
| H & R Block | Oklahoma City | OK | 01/2020 | 05/2020 |
| Transamerica Investors Securities Corporation | Owasso | OK | 10/2022 | Present |
| Transamerica Life Insurance Company | Owasso | OK | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-09 |
Reach out to this advisor