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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2021-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Eden Prairie | MN | 03/2015 | 07/2020 |
| Fbl Financial Group | West Des Moines | IA | 07/2020 | 08/2021 |
| Fbl Marketing Services | West Des Moines | IA | 07/2020 | 08/2021 |
| Transamerica Investors Securities Corporation | Minneapolis | MN | 11/2021 | Present |
| Transamerica Life Insurance Company | Minneapolis | MN | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-20 |
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