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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Boyertown | PA | 08/2010 | 05/2024 |
| Lincoln National Life | Radnor | PA | 07/2010 | 03/2025 |
| Lincoln Financial Distributors, Inc. | Boyertown | PA | 05/2024 | 03/2025 |
| Transamerica Investors Securities, Llc | Bechtelsville | PA | 09/2025 | Present |
| Transamerica Life Insurance Company | Bechtelsville | PA | 09/2025 | Present |
| Unemployed | Bechtelsville | PA | 03/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-23 |
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