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Matthew Ryan Karp

Transamerica Retirement Advisors, LLC

Parker, CO

CRD 6598242

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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
CO RA APPROVED 2023-06-02
  • CO RA
    APPROVED
    Since 2023-06-02

Branch Locations

Parker, CO • 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
Oppenheimerfunds Distributor, Inc. Centennial CO 01/2016 06/2018
Transamerica Investors Securities Corporation Denver CO 09/2019 Present
Wellshire Event Center Denver CO 06/2018 08/2018
Unemployed Denver CO 08/2018 09/2018
Anthem Health Services Denver CO 10/2018 08/2019
Transamerica Life Insurance Company Denver CO 09/2019 Present
  • 01/2016 → 06/2018
    Oppenheimerfunds Distributor, Inc.
    Centennial, CO
  • 09/2019 → Present
    Transamerica Investors Securities Corporation
    Denver, CO
  • 06/2018 → 08/2018
    Wellshire Event Center
    Denver, CO
  • 08/2018 → 09/2018
    Unemployed
    Denver, CO
  • 10/2018 → 08/2019
    Anthem Health Services
    Denver, CO
  • 09/2019 → Present
    Transamerica Life Insurance Company
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-02
S63 Uniform Securities Agent State Law Examination 2020-06-22
  • S65 Uniform Investment Adviser Law Examination
    2023-06-02
  • S63 Uniform Securities Agent State Law Examination
    2020-06-22

View on SEC IAPD

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