Best Investors Account Sign in

Keegan William Clark

Transamerica Retirement Advisors, LLC

Midvale, UT

CRD 7410889

Claim This Profile
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
UT RA APPROVED 2025-03-19
  • UT RA
    APPROVED
    Since 2025-03-19

Branch Locations

Midvale, UT • 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
Us Tech Solutions Jersey City NJ 06/2021 09/2021
Wells Fargo Clearing Services Llc Salt Lake City UT 06/2021 02/2022
Iowa State University Ames IA 08/2017 05/2021
Central High School Davenport IA 08/2013 05/2017
Hy-Vee Davenport IA 02/2015 08/2017
Menards Davenport IA 05/2018 08/2020
College Works Painting Davenport IA 01/2019 03/2019
Fidelity Investments Salt Lake City UT 09/2022 09/2024
Vasa Fitness Murray UT 03/2022 09/2022
Transamerica Investors Securities, Llc Midvale UT 03/2025 Present
Transamerica Life Insurance Company Midvale UT 03/2025 Present
N/A Midvale UT 09/2024 03/2025
  • 06/2021 → 09/2021
    Us Tech Solutions
    Jersey City, NJ
  • 06/2021 → 02/2022
    Wells Fargo Clearing Services Llc
    Salt Lake City, UT
  • 08/2017 → 05/2021
    Iowa State University
    Ames, IA
  • 08/2013 → 05/2017
    Central High School
    Davenport, IA
  • 02/2015 → 08/2017
    Hy-Vee
    Davenport, IA
  • 05/2018 → 08/2020
    Menards
    Davenport, IA
  • 01/2019 → 03/2019
    College Works Painting
    Davenport, IA
  • 09/2022 → 09/2024
    Fidelity Investments
    Salt Lake City, UT
  • 03/2022 → 09/2022
    Vasa Fitness
    Murray, UT
  • 03/2025 → Present
    Transamerica Investors Securities, Llc
    Midvale, UT
  • 03/2025 → Present
    Transamerica Life Insurance Company
    Midvale, UT
  • 09/2024 → 03/2025
    N/A
    Midvale, UT
Previous Registrations
  • 2023-04-05 → 2024-10-04
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-92736|OrgNmn:Urban Talent|Org Addr:Salt Lake ,Utah,US|OBA Nature:Modeling|Invst Rel:N|Title:Talent|Duties:Attending modeling and acting jobs as requested by companies that I submit for. |StrtDt:10-10-22|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-21
S63 Uniform Securities Agent State Law Examination 2021-09-10
  • S66 Uniform Combined State Law Examination
    2023-02-21
  • S63 Uniform Securities Agent State Law Examination
    2021-09-10
Other Names
  • Keegan Clark

View on SEC IAPD

More in Midvale, UT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor