Jerod John Ensz

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

• 05/2013 → Present
  Self Employed
  1897 E Centre St Ste 300, SD
• 11/2019 → 01/2022
  Whitesell Financial Group, Llp
  Rapid City, SD
• 01/2022 → 03/2023
  Commonwealth Financial Network
  Waltham, MA
• 01/2022 → 03/2023
  Whitesell Financial Group, Llp
  Rapid City, SD
• 04/2023 → 01/2024
  Transamerica Investors Securities Corporation
  Custer, SD
• 04/2023 → 01/2024
  Transamerica Life Insurance Company
  Custer, SD
• 02/2024 → Present
  Transamerica Investors Securities Corporation
  Custer, SD
• 02/2024 → Present
  Transamerica Life Insurance Company
  Custer, SD

Previous Registrations

• 2023-04-13 → 2024-01-05
  Transamerica Retirement Advisors, Llc
  Custer, SD
• 2021-01-19 → 2023-03-22
  Commonwealth Financial Network
  Rapid City, SD
• 2013-05-07 → 2013-06-04
  Wells Fargo Clearing Services, Llc
  Rapid City, SD
  Sioux Falls, SD

Other Businesses

Own single family rental property in Sierra Vista, AZ; as of 03/01/2023; 0% of time spent during business hours; not conducted at branch location; not investment related Own single family rental property in Waco, TX; as of 06/07/2023; 0% of time spent during business hours; not conducted at branch location; not investment related

Exams

• S66 Uniform Combined State Law Examination
  2021-01-15
• S65 Uniform Investment Adviser Law Examination
  2013-05-06
• S63 Uniform Securities Agent State Law Examination
  2013-04-17