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Jeffrey Bryan Kase

Transamerica Retirement Advisors, LLC

Minneapolis, MN

CRD 5463817

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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:

Current Employers
Transamerica Retirement Advisors, Llc

6400 C Street Sw, Cedar Rapids, IA 52499 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2015-07-10
  • MN RA
    APPROVED
    Since 2015-07-10

Branch Locations

Minneapolis, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Diversified Investors Securities Corp. St. Paul MN 01/2013 Present
Transamerica Retirement Management St. Paul MN 12/2012 Present
  • 01/2013 → Present
    Diversified Investors Securities Corp.
    St. Paul, MN
  • 12/2012 → Present
    Transamerica Retirement Management
    St. Paul, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-10
S63 Uniform Securities Agent State Law Examination 2008-01-25
  • S65 Uniform Investment Adviser Law Examination
    2015-07-10
  • S63 Uniform Securities Agent State Law Examination
    2008-01-25
Other Names
  • Jeffrey Bryan Olson-Kase

View on SEC IAPD

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