Best Investors
Account
Sign in
Transamerica Retirement Advisors, LLC CRD 107319
$18.8B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6400 C Street Sw, Cedar Rapids, IA 52499 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Omaha | NE | 09/2013 | 06/2024 |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 10/2013 | 06/2024 |
| Sigma Financial Corp | Ann Arbor | MI | 09/2024 | 07/2026 |
| Transamerica Investors Securities, Llc | Union | KY | 07/2026 | Present |
| Transamerica Life Insurance Company | Union | KY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-11 |
Reach out to this advisor