Transamerica Retirement Advisors, LLC

Transamerica Retirement Advisors, LLC (CRD# 107319) is a financial advisory firm headquartered in Saint Paul, MN. They manage $3,536,082,222 in 1,013 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,536
    MILLION
  • Total Number of Accounts
    1,013
    ACCOUNTS
  • Average Account Value
    $3,490,703
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Transamerica Retirement Advisors, LLC
Showing 1 - 10 of 176 top financial advisors.
1
Jeffrey T. Brewer
CRD#: 4680432
Charlotte, NC
96
Wealthminder
score

Jeffrey Brewer (CRD# 4680432) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Charlotte, NC and has over 13 years of experience in the finance industry. Jeffrey Brewer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kathleen A. Brown
CRD#: 2496219
Saint Charles, IL
96
Wealthminder
score

Kathleen Brown (CRD# 2496219) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Saint Charles, IL and has over 17 years of experience in the finance industry. Kathleen Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Alan L. Crouse
CRD#: 5446465
Northville, MI
96
Wealthminder
score

Alan Crouse (CRD# 5446465) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Northville, MI and has over 8 years of experience in the finance industry. Alan Crouse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Paul G. Darata
CRD#: 2545881
Wood Ridge, NJ
96
Wealthminder
score

Paul Darata (CRD# 2545881) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Wood Ridge, NJ and has over 14 years of experience in the finance industry. Paul Darata has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Yolanda H. Degrange
CRD#: 5376293
Laurel, MD
96
Wealthminder
score

Yolanda Degrange (CRD# 5376293) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Laurel, MD and has over 8 years of experience in the finance industry. Yolanda Degrange has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Darold D. Dornbush
CRD#: 1508587
408 Saint Peter Street, Suite 230, Saint Paul, MN 55102
96
Wealthminder
score

Darold Dornbush (CRD# 1508587) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Saint Paul, MN and has over 30 years of experience in the finance industry. Darold Dornbush has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Donny A. Dutton
CRD#: 4198899
Winston Salem, NC
96
Wealthminder
score

Donny Dutton (CRD# 4198899) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Winston Salem, NC and has over 15 years of experience in the finance industry. Donny Dutton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Mark E. Hammonds
CRD#: 1885870
Longwood, FL
96
Wealthminder
score

Mark Hammonds (CRD# 1885870) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Longwood, FL and has over 25 years of experience in the finance industry. Mark Hammonds has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Su Kim
CRD#: 4077548
Charlotte, NC
96
Wealthminder
score

Su Kim (CRD# 4077548) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Charlotte, NC and has over 16 years of experience in the finance industry.

10
Michael D. Lewis
CRD#: 4974375
408 St. Peter Street, Ste. 230, Saint Paul, MN 55102
96
Wealthminder
score

Michael Lewis (CRD# 4974375) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Saint Paul, MN and has over 11 years of experience in the finance industry. Michael Lewis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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