Shawn Michael Park

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → 08/2024
  Calamos Financial Services Llc
  Naperville, IL
• 09/2007 → 08/2024
  Calamos Advisors Llc
  Naperville, IL
• 09/2024 → Present
  Transamerica Investors Securities Corporation
  Colorado Springs, CO
• 08/2024 → Present
  Transamerica Life Insurance Company
  Colorado Springs, CO

Previous Registrations

• 2007-11-13 → 2024-08-16
  Calamos Advisors Llc
  Naperville, IL
• 2002-08-15 → 2007-09-26
  Arlington Wealth Management
  Arlington Heights, IL
  Arlington Heights, IL
• 2001-03-19 → 2004-08-24
  World Equity Group, Inc.
  Arlington Heights, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-17
• S63 Uniform Securities Agent State Law Examination
  1998-02-19

Designations

• Certified Financial Planner
• Chartered Financial Analyst