Transamerica Retirement Advisors, LLC

Transamerica Retirement Advisors, LLC (CRD# 107319) is a financial advisory firm headquartered in St Paul, MN. They manage $6,301,078,373 in 84,230 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,301
    MILLION
  • Total Number of Accounts
    84,230
    ACCOUNTS
  • Average Account Value
    $74,808
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, WY

Financial Advisors at Transamerica Retirement Advisors, LLC
Showing 1 - 10 of 261 top financial advisors.
1
Alex W. Adair
CRD#: 6990105
408 Saint Peter Street, Suite 230, St. Paul, MN 55102

Alex Adair (CRD# 6990105) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in St. Paul, MN and has over 2 years of experience in the finance industry.

2
Michael J. Albrecht
CRD#: 6276104
1801 California Street, Suite 5200, Denver, CO 80202

Michael Albrecht (CRD# 6276104) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Denver, CO and has over 3 years of experience in the finance industry.

3
Benjamin Alivio
CRD#: 1619211
Austin, TX

Benjamin Alivio (CRD# 1619211) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Austin, TX and has over 23 years of experience in the finance industry.

4
Thomas N. Andrews
CRD#: 4861303
1801 California Street, Denevr, CO 80202

Thomas Andrews (CRD# 4861303) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Denevr, CO and has over 16 years of experience in the finance industry.

5
Spencer T. Angell
CRD#: 2957476
Winston-salem, NC

Spencer Angell (CRD# 2957476) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Winston-salem, NC and has over 22 years of experience in the finance industry. Spencer Angell 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
Timothy Aragon
CRD#: 6481052
1801 California Street, Suite 5200, Denver, CO 80202

Timothy Aragon (CRD# 6481052) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Denver, CO and has over 5 years of experience in the finance industry.

7
Bertha M. Arias
CRD#: 1802187
Pinecrest, FL

Bertha Arias (CRD# 1802187) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Pinecrest, FL and has over 27 years of experience in the finance industry.

8
Beverly B. Arias
CRD#: 1224299
570 Carillon Parkway, St. Petersburg, FL 33716

Beverly Arias (CRD# 1224299) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in St. Petersburg, FL and has over 35 years of experience in the finance industry.

9
Inka E. Ashley-Lassen
CRD#: 2973299
Atlanta, GA

Inka Ashley-Lassen (CRD# 2973299) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.

10
Diane M. Aurelio
CRD#: 4554556
New York, NY

Diane Aurelio (CRD# 4554556) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in New York, NY and has over 17 years of experience in the finance industry. Diane Aurelio 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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