Kelli Ann Lynn

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

• 01/2016 → 02/2023
  Principal Life Insurance
  Dublin, OH
• 01/2016 → 02/2023
  Princor Financial Services
  Dublin, OH
• 02/2023 → Present
  Transamerica Life Insurance Company
  Dublin, OH
• 02/2023 → Present
  Transamerica Investors Securities Corporation
  Dublin, OH

Previous Registrations

• 2016-01-29 → 2023-02-14
  Principal Securities, Inc.
  Dublin, OH
  Des Moines, IA
  Dublin, OH
• 2014-08-25 → 2016-01-14
  Msi Financial Services, Inc.
  Dublin, OH
  Dublin, OH
• 2008-02-26 → 2013-08-16
  Msi Financial Services, Inc.
  Dublin, OH
  Dublin, OH
  Broadview Hts, OH
• 2006-05-10 → 2008-01-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 2003-02-07 → 2005-01-31
  Raymond James Financial Services, Inc.
  Dublin, OH

Exams

• S66 Uniform Combined State Law Examination
  2006-09-06

Other Names

• Kelli Ann Ferrett
• Kelli A Lynn
• Kelli A Ferrett