Patricia K Dimmer

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

• 06/2017 → 03/2021
  Waddell & Reed Inc
  Greeley, CO
• 04/2018 → 10/2024
  Various Insurance Carriers For W&R Insurance Agencies
  Henderson, CO
• 04/2018 → 11/2018
  Stephen Waechter
  Greeley, CO
• 02/2016 → 04/2018
  Stephen J. Waechter
  Greeley, CO
• 08/2018 → 10/2024
  Intrinsic Financial Design Group
  Greeley, CO
• 11/2018 → 10/2024
  Sophia White
  Greely, CO
• 03/2021 → 10/2024
  Commonwealth Financial Network
  Waltham, MA
• 10/2024 → Present
  Transamerica Investors Securities Corporation
  Brighton, CO
• 10/2024 → Present
  Transamerica Life Insurance Company
  Brighton, CO

Previous Registrations

• 2021-03-22 → 2024-10-23
  Commonwealth Financial Network
  Greeley, CO
  Brighton, CO
• 2018-02-22 → 2021-03-26
  Waddell & Reed
  Greeley, CO
  Greeley, CO
  Las Vegas, NV
  Ft. Collins, CO

Exams

• S66 Uniform Combined State Law Examination
  2018-02-22

Other Names

• Patti Katherine Dimmer
• Patricia Katherine Link
• Patti Katherine Link
• Patricia K Dimmer
• Patricia Katherine Dimmer