Transamerica Retirement Advisors, LLC

Transamerica Retirement Advisors, LLC (CRD# 107319) is a financial advisory firm headquartered in Saint Paul, MN. They manage $3,802,958,009 in 24,276 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,803
    MILLION
  • Total Number of Accounts
    24,276
    ACCOUNTS
  • Average Account Value
    $156,655
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 277 top financial advisors.
1
Diane M. Aurelio
CRD#: 4554556
New York, NY
96
Wealthminder
score

Diane Aurelio (CRD# 4554556) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in New York, NY and has over 15 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.

2
Steven K. Beller
CRD#: 2361718
Macomb, MI
96
Wealthminder
score

Steven Beller (CRD# 2361718) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Macomb, MI and has over 24 years of experience in the finance industry. Steven Beller 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
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 19 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.

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 16 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 10 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 32 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 17 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
Thomas P. Fulfaro
CRD#: 5418434
Nazareth, PA
96
Wealthminder
score

Thomas Fulfaro (CRD# 5418434) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Nazareth, PA and has over 10 years of experience in the finance industry. Thomas Fulfaro 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
Melanie S. Graff
CRD#: 2420483
Green Bay, WI
96
Wealthminder
score

Melanie Graff (CRD# 2420483) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Green Bay, WI and has over 24 years of experience in the finance industry. Melanie Graff 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.

10
Justin C. Hahl
CRD#: 6085785
570 Carillon Parkway, Saint Petersburg, FL 33716
96
Wealthminder
score

Justin Hahl (CRD# 6085785) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Saint Petersburg, FL and has over 5 years of experience in the finance industry. Justin Hahl 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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