Kent Allan Colwell

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

• 02/2013 → 03/2017
  Rsm Us Wealth Management Llc
  Irvine, CA
• 11/2017 → 03/2019
  Labrum Wealth Management, Llc
  Carlsbad, CA
• 03/2017 → 11/2017
  Unemployed
  Irvine, CA
• 12/2018 → 05/2019
  Intelligence Driven Advisers, Llc
  Carlsbad, CA
• 05/2019 → Present
  Transamerica Life Insurance Company
  Vista, CA
• 07/2019 → Present
  Transamerica Investors Securities Corporation
  Vista, CA

Previous Registrations

• 2019-01-03 → 2019-06-05
  Intelligence Driven Advisers, Llc
  Carlsbad, CA
• 2017-11-07 → 2019-03-01
  Labrum Wealth Management, Llc
  Carlsbad, CA
• 2013-02-14 → 2017-04-26
  Choreo, Llc
  Des Moines, IA
  Los Angeles, CA
  Irvine, CA
• 2011-05-27 → 2012-12-21
  Lpl Financial Llc
  Maitland, FL
  Maitland, FL
  San Diego, CA
• 2011-03-22 → 2011-05-18
  Osaic Services, Inc.
  Maitland, FL
• 2010-04-26 → 2010-10-14
  Edward Jones
  Naples, FL
  Denver, CO
  Naples, FL
  St Louis, MO
• 2007-03-30 → 2008-10-20
  Voya Financial Partners, Llc
  Issaquah, WA
  Seattle, WA
  Parker, CO
• 2004-10-19 → 2007-03-26
  Principal Securities, Inc.
  Seattle, WA
  Seattle, WA

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-09-04
• S65 Uniform Investment Adviser Law Examination
  1998-11-02