Michael Edward Beck

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

• 06/2016 → 07/2018
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 11/2016 → 06/2018
  Strategic Advisers, Inc.
  Greenwood Village, CO
• 08/2018 → 06/2021
  Tiaa
  Denver, CO
• 08/2018 → 06/2021
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 08/2021 → 01/2024
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2021 → 01/2024
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 02/2024 → Present
  Transamerica Investors Securities Corporation
  Parker, CO
• 02/2024 → Present
  Transamerica Life Insurance Company
  Parker, CO

Previous Registrations

• 2021-10-05 → 2024-01-10
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 2018-09-10 → 2021-06-22
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
  Denver, CO
• 2016-11-18 → 2018-07-12
  Strategic Advisers Llc
  Greenwood Village, CO

Other Businesses

I am an independent real estate agent, no name of the business. It is not investment related 6343 Trappers Trail Ave. Parker CO 80134 Real Estate Agent Agent 04/2019 2 hours, always at night or weekend Zero Real Estate Agent

Exams

• S66 Uniform Combined State Law Examination
  2016-11-09
• S63 Uniform Securities Agent State Law Examination
  2012-02-15

Other Names

• Michael Edward Beck
• Michael Beck