Joshua Earl Nelson

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

• 10/2014 → 03/2020
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 03/2020 → 04/2024
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 05/2024 → Present
  Transamerica Investors Securities Corporation
  Rosemount, MN
• 04/2024 → Present
  Transamerica Life Insurance Company
  Rosemount, MN

Previous Registrations

• 2015-03-12 → 2024-05-07
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2015-03-12
• S63 Uniform Securities Agent State Law Examination
  2008-10-16

Other Names

• Josh Nelson
• Joshua E Nelson