TRANSAMERICA RETIREMENT ADVISORS, LLC

6400 C Street Sw
Cedar Rapids, Iowa 52499
Tel: 866-368-0566

About TRANSAMERICA RETIREMENT ADVISORS, LLC

TRANSAMERICA RETIREMENT ADVISORS, LLC, formally registered with the SEC as TRANSAMERICA RETIREMENT ADVISORS, LLC. The firm was established in 12/16/1992. They have over 159 offices throughout the country.

TRANSAMERICA RETIREMENT ADVISORS, LLC is a Cedar Rapids, Iowa based Financial Planning firm with nearly $16,157,423,229 assets under management, offering retirement planning & investment advisory services to 212836 clients. The firm is staffed with 383 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107319
SEC#	801-42910
Assets Managed by Firm	$16,157,423,229
No. of Clients	212836
No. of Advisors	383

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	212836	$16,157,423,229
Individuals (other than high net worth individuals)	212836	$14,776,044,497
Pension and profit sharing plans	22	$1,381,378,732

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PRINCIPAL ASSET MANAGEMENT 801 Grand Ave Des Moines, IA, 50392-0001	$377,222,976,882	6824	1955
PRINCIPAL REAL ESTATE 801 Grand Ave Des Moines, IA, 50392-0001	$93,913,367,327	643	645
AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway West Des Moines, IA, 50266	$11,358,738,764	8	15
AVANTAX PLANNING PARTNERS, INC. 3390 Asbury Road Dubuque, IA, 52002-2801	$6,377,152,299	12286	248

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