Austin David Cowles

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

• 07/2022 → 05/2023
  Red Ventures
  Fort Mill, SC
• 10/2021 → 06/2022
  Factset
  Charlotte, NC
• 07/2019 → 09/2021
  Lincoln Financial Group
  Radnor, PA
• 05/2013 → 06/2019
  Student
  Holmdel, NJ
• 06/2023 → 02/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2023 → 02/2024
  Northwestern Mutual Investment Services Llc
  Charlotte, NC
• 08/2023 → 02/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2024 → Present
  Transamerica Investors Securities Corporation
  Mattews, NC
• 02/2024 → Present
  Transamerica Life Insurance Company
  Matthews, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-25
• S63 Uniform Securities Agent State Law Examination
  2019-09-09

Other Names

• Ausin Cowles
• Austin Cowles
• Austin David Cowles