Judith Wilds Shimota

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

• 06/2015 → Present
  Transamerica Retirement Solutions
  St. Paul, MN
• 06/2015 → Present
  Transamerica Investors Securities Corporation
  St. Paul, MN

Other Businesses

-Business name: WILDSHIMOTA ENTERPRISES DBA JWS STUDIO. ---NOT INVESTMENT-RELATED. ---Babbitt, MN 55706; ---DESIGNING/CREATING JEWELRY & ACCESSORIES. ---OWNER. STARTED 12/2007. ---5 HOURS/MONTH ONLY DURING NON-TRADING HOURS. ---CREATE AND DESIGN JEWELRY AND ACCESSORIES FOR GIFTS AND FOR SALES. ---WOODBURY MN 55125; -Business: 2 RENTAL PROPERTY homes- CO-OWNER. ---investment related: yes, Joint-owner of real estate investment opportunity ---Babbitt, MN 55706 ---PURCHASED 11/2015 and 4/2017. ---CO-OWNER OF MORTGAGE WITH SPOUSE. ---1 Hour/Month during NON-TRADING HOURS. ---0 HOUR/MONTH DURING TRADING HOURS. ---Duties: none, other than co-owner of Mortgages on 2 rental properties in Duluth, MN -Business name: MCLOUGHLIN INVESTORS, LLC, ---investment-related: yes, real estate related ---2510 Wembley Park Road, Lake Oswego, OR 97034 ---Investment to engage in the acquisition, ownership, development, and construction of real estate property; ---Member/joint unit holder of 60 units; ---Start date: December 11, 2020; ---0 hours/month devoted to this business during Non-Trading hours; ---0 hours/month devoted to this business during securities trading hours; ---Duties are investment nature only as a fractional Joint-owner of real estate investment opportunity. -Business: FLORIDA RENTAL PROPERTY CO-OWNER. ---Investment related: yes, Joint-owner of real estate investment opportunity ---Babbitt, MN 55706 ---Nature of business: Rental property ---my position: Co-Owner on mortgage ---start date: PURCHASED 09.10.2021 ---Number of hours: 1 hour/Month during NON-TRADING hours. ---Number of hours: 0 HOUR/MONTH DURING TRADING HOURS. ---Duties: none, other than co-owner of Mortgage on rental property in Cape Coral, FL.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-13
• S63 Uniform Securities Agent State Law Examination
  2014-02-06

Other Names

• Judith Lynn Wilds