Falists
← Back to search

TRANSAMERICA RETIREMENT ADVISORS, LLC

CRD 107319 · SEC 801-42910

Visit website

6400 C STREET SW, CEDAR RAPIDS, IA, 52499, United States

Phone

866-368-0566

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$18.83B

Discretionary AUM

$8.00B

Team

398 total employees; 173 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals212700$17.45B
Pension/profit sharing plans22$1.38B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD