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Michele Martin Hefner

Transamerica Retirement Advisors, LLC

Parker, CO

CRD 1719065

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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:

Current Employers
Transamerica Retirement Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2015-06-01
  • CO RA
    APPROVED
    Since 2015-06-01

Branch Locations

Parker, CO • 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
Diversified Investors Securities Corp. Parker CO 06/2006 Present
Diversified Investment Advisors Parker CO 04/2011 Present
  • 06/2006 → Present
    Diversified Investors Securities Corp.
    Parker, CO
  • 04/2011 → Present
    Diversified Investment Advisors
    Parker, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-01
S63 Uniform Securities Agent State Law Examination 2001-12-20
  • S65 Uniform Investment Adviser Law Examination
    2015-06-01
  • S63 Uniform Securities Agent State Law Examination
    2001-12-20
Other Names
  • Chris Michele Martin

View on SEC IAPD

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