John L Schuele

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

• 09/2013 → 06/2024
  Mutual Of Omaha
  Omaha, NE
• 10/2013 → 06/2024
  Mutual Of Omaha Investor Services, Inc
  Omaha, NE
• 09/2024 → 07/2026
  Sigma Financial Corp
  Ann Arbor, MI
• 07/2026 → Present
  Transamerica Investors Securities, Llc
  Union, KY
• 07/2026 → Present
  Transamerica Life Insurance Company
  Union, KY

Previous Registrations

• 2026-02-09 → 2026-07-06
  Spc
  Union, KY
  Troy, MI
  Ann Arbor, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-04
• S63 Uniform Securities Agent State Law Examination
  2024-11-11

Other Names

• John L Schuele