Anne Brown (CRD# 2024443) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Marion, IA and has over 8 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Life Insurance Company | Cedar Rapids, IA | Oct 2019 - Current | 4 |
| Transamerica Investors Securities Corporation | Cedar Rapids, IA | Oct 2019 - Current | 4 |
| Nations Financial Group, Inc. | Cedar Rapids, IA | Oct 2018 - Sep 2019 | < 1 |
| Robert W Baird & Company, Incorporated | Cedar Rapids, IA | Jan 2018 - Oct 2018 | < 1 |
| Nations Financial Group, Inc. | Cedar Rapids, IA | Aug 2016 - Dec 2017 | 1 |
| Strategic Financial Solutions | Cedar Rapids, IA | Jan 2014 - Aug 2016 | 2 |
| Princor Financial Services Corporation | Cedar Rapids, IA | Jan 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- IA
-
Total Assets Under Management12,680MILLIONS
-
Total Number of Accounts160,403ACCOUNTS
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Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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