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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evershore Financial | Palm Beach Gardens | FL | 07/2023 | 10/2025 |
| Minnesota Life Insurance Co | St Paul | MN | 07/2023 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 07/2023 | 08/2023 |
| Zoetis | Malvern | PA | 03/2022 | 09/2023 |
| Hach | Loveland | CO | 12/2012 | 03/2022 |
| Cetera Wealth Services, Llc | Palm Beach Gardens | FL | 08/2023 | 10/2025 |
| Cetera Investment Advisers | Schaumburg | IL | 10/2023 | 10/2025 |
| M'S Financial Services Llc | West Palm Beach | FL | 02/2024 | 07/2025 |
| Transamerica Investors Securities, Llc | West Palm Beach | FL | 10/2025 | Present |
| Transamerica Life Insurance Company | West Palm Beach | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-28 |
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