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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
MN RA APPROVED 2021-03-24
  • MN RA
    APPROVED
    Since 2021-03-24

Branch Locations

Stillwater, MN • 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
Edward Jones St Louis MO 03/2019 02/2021
Kellogg Company Menomonee Falls WI 02/2014 01/2017
University Of Wisconsin- La Crosse La Crosse WI 10/2015 11/2018
Lynn Builders Llc Sparta WI 05/2017 08/2018
Unemployed Hartland WI 12/2018 02/2019
Tradesmen International Onalaska WI 05/2017 06/2017
Transamerica Investors Securities Corporation Stillwater MN 03/2021 Present
Transamerica Life Insurance Company Stillwater MN 03/2021 Present
  • 03/2019 → 02/2021
    St Louis, MO
  • 02/2014 → 01/2017
    Kellogg Company
    Menomonee Falls, WI
  • 10/2015 → 11/2018
    University Of Wisconsin- La Crosse
    La Crosse, WI
  • 05/2017 → 08/2018
    Lynn Builders Llc
    Sparta, WI
  • 12/2018 → 02/2019
    Unemployed
    Hartland, WI
  • 05/2017 → 06/2017
    Tradesmen International
    Onalaska, WI
  • 03/2021 → Present
    Transamerica Investors Securities Corporation
    Stillwater, MN
  • 03/2021 → Present
    Transamerica Life Insurance Company
    Stillwater, MN
Previous Registrations
  • 2019-05-14 → 2021-02-04
    La Crosse, WI
    St Louis, MO
    Hartland, WI
    Maryland Heights, MO
    Maryland Heights, MO
    White Bear Lake, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-11
  • S66 Uniform Combined State Law Examination
    2019-05-11
Other Names
  • Matthew Sturges Robbins
  • Matthew Robbins

View on SEC IAPD

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