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Jeffrey Schmidt

Transamerica Retirement Advisors, LLC

Antigo, WI

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Current Employers
Transamerica Retirement Advisors, Llc

6400 C Street Sw, Cedar Rapids, IA 52499 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-04-13
  • WI RA
    APPROVED
    Since 2023-04-13

Branch Locations

Antigo, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Saint Louis MO 05/2017 03/2021
Unemployed Kenosha WI 12/2015 05/2017
Transamerica Investors Securities Corporation Kenosha WI 07/2021 Present
Unemployed Kenosha WI 04/2021 07/2021
Transamerica Life Insurance Company Kenosha WI 07/2021 Present
  • 05/2017 → 03/2021
    Edward Jones
    Saint Louis, MO
  • 12/2015 → 05/2017
    Unemployed
    Kenosha, WI
  • 07/2021 → Present
    Transamerica Investors Securities Corporation
    Kenosha, WI
  • 04/2021 → 07/2021
    Unemployed
    Kenosha, WI
  • 07/2021 → Present
    Transamerica Life Insurance Company
    Kenosha, WI
Previous Registrations
  • 2017-08-31 → 2021-03-04
    Edward Jones
    Kenosha, WI
    St Louis, MO
    Kenosha, WI
    Kenosha, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-14
S63 Uniform Securities Agent State Law Examination 1998-04-06
  • S66 Uniform Combined State Law Examination
    2017-07-14
  • S63 Uniform Securities Agent State Law Examination
    1998-04-06
Other Names
  • Jeffrey Allan Schmidt
  • Jeffrey Allan Finaldi-Schmidt

View on SEC IAPD

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