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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2017-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | Saint Charles | MI | 04/2015 | Present |
| Transamerica Investors Securities Corporation | Saint Charles | MI | 04/2015 | Present |
Rental income from personal property owned by my husband Robert Butcher and myself. Located in America Outdoors, 16900 S. Tamiami Trail W-70, Ft. Myers, FL 33908, This a 55+ community that neither my husband or myself cannot utilized until such age. To help offset the cost of association dues and taxes, this is a vacant property that will be rented out monthly to RV owners, we only own the property. The property will be rented beginning January 2024 on a monthly basis at a rate of $1000/month for 3 months. Due to the nature of the rental I do not need additional hours to care for or maintain the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-13 |
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