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TRANSAMERICA RETIREMENT ADVISORS, LLC

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

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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 StatusApproved
Firm CRD#107319
SEC#801-42910
Assets Managed by Firm$16,157,423,229
No. of Clients212836
No. of Advisors383

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 ClientsAUM
Firm Total212836$16,157,423,229
Individuals (other than high net worth individuals)212836$14,776,044,497
Pension and profit sharing plans22$1,381,378,732

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