Stephen Labarre

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

• 08/2015 → 12/2016
  Pruco Securities Llc
  Columbus, OH
• 08/2015 → 12/2016
  The Prudential Insurance Company Of America
  Columbus, OH
• 12/2016 → 03/2019
  Nylife Securities Llc
  Dublin, OH
• 12/2016 → 03/2019
  New York Life Insurance Co.
  Dublin, OH
• 03/2019 → 08/2020
  Mutual Of Omaha Investor Services
  Worthington, OH
• 03/2019 → 08/2020
  Mutual Of Omaha Insurance Company
  Worthington, OH
• 10/2020 → 03/2023
  The Huntington Investment Company
  Columbus, OH
• 08/2020 → 12/2020
  The Huntington National Bank
  Columbus, OH
• 12/2020 → 03/2023
  Huntington National Bank
  Columbus, OH
• 08/2024 → Present
  Transamerica Investors Securities Corporation
  Powell, OH
• 03/2023 → 08/2024
  Mutual Of America Financial Group
  Columbus, OH
• 08/2024 → Present
  Transamerica Life Insurance Company
  Powell, OH

Previous Registrations

• 2020-12-01 → 2023-03-21
  The Huntington Investment Company
  Columbus, OH
• 2019-03-28 → 2020-09-03
  Mutual Of Omaha Investor Services, Inc.
  Columbus, OH
  Indianapolis, IN

Other Businesses

80 EAST BOURBON & COCKTAIL CLUB POSITION: Bartender NATURE: Retail / Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2022 ADDRESS: 80 East Olentangy Street, Powell OH 43065, United States DESCRIPTION: Private Bourbon and Cocktail Club

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-11-30
• S65 Uniform Investment Adviser Law Examination
  2019-05-30

Other Names

• N/A N/A
• Stephen Richard Labarre