TR
TRANSAMERICA RETIREMENT ADVISORS, LLC
SEC RegisteredLifetime income. Lifetime options.
CEDAR RAPIDS, IAhttps://transamerica.com866-368-0566
Assets Under Management
$5B–$25B
Employees
398
Office Locations
5 offices
Total Accounts
212722
About the firm
For 120+ years, Transamerica has provided access to financial freedom for all, serving 10.2 million customers with insurance, retirement, annuity, and investment solutions. Transamerica offers products through agents and financial professionals across America.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPension/Profit SharingCharitable Organizations
Areas of expertise
Retirement PlanningLife InsuranceAnnuitiesMutual FundsEtfsEmployee BenefitsDisability InsuranceCritical Illness Insurance401(k)403(b)Rollover IRA+1 more
Services
Retirement plans (including rollover IRAs, 401(k)s, and 403(b)s), life insurance (index universal life, term life, whole life, final expense), annuities (registered index-linked, variable, customer direct), investments (mutual funds, exchange-traded funds), and employee benefits (critical illness insurance, disability insurance, group universal life, hospital indemnity insurance, supplemental medical expense insurance).
Who they serve
Individuals, employers, and financial professionals seeking retirement, life insurance, annuity, investment, and employee benefits solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 212,700 | $17.4B |
| Charitable Organizations | 22 | $1.4B |
0 total clients reported on Form ADV.
Leadership
Aegon Nv
SH
Aegon International B.v.
SH
The Aegon Trust
SH
Aegon Us Holding Corporation
SH
Llc Aegon Usa
SH
Ausa Holding Company
SH
Ricky Bart Resnik
VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & DIRECTOR
Transamerica Corporation
SH
Joseph Peter Carusone
TREASURER
Elizabeth Lynn Belanger
SECRETARY & DIRECTOR
Transamerica Retirement Solutions Corporation
SH
Philip Sherman Eckman
PRESIDENT & DIRECTOR
Marijn Paul Smit
SENIOR VICE PRESIDENT
Office locations
5 offices in 4 states
IA
CEDAR RAPIDSHQ
NY
HARRISON
FL
ST PETERSBURG
IA
CEDAR RAPIDS
CO
DENVER
Advisors at this firm
Showing 100 of 310
Alex William Adair
Investment Adviser Representative
Annie Lynn Adams
Investment Adviser Representative
Joseph Vito Affatigato
Investment Adviser Representative
Abid Afridi
Investment Adviser Representative
Eric Francisco Alarcon-Fierro
Investment Adviser Representative
Bruce Alan Anderson
Investment Adviser Representative
Spencer Teddy Angell
Investment Adviser Representative
Timothy Aragon
Investment Adviser Representative
Beverly Blanche Arias
Investment Adviser Representative
Adriana Elizabeth Arkley
Investment Adviser Representative
Inka Eyvette Ashley-Lassen
Investment Adviser Representative
Diane Marie Aurelio
Investment Adviser Representative
Michael John Bailey
Investment Adviser Representative
Jennifer Clark Baskerville
Investment Adviser Representative
Bryan Michael Bohlman
Investment Adviser Representative
Jeffrey James Bruce
Investment Adviser Representative
Donald John Baron
Investment Adviser Representative
Brent Todd Bascom
Investment Adviser Representative
Edward Charles Batchelder
Investment Adviser Representative
Michael Edward Beck
Investment Adviser Representative
Steven Kevin Beller
Investment Adviser Representative
Julie Annette Belvedere
Investment Adviser Representative
Cesar Ramon Bernal
Investment Adviser Representative
Amy Lee Birtcher
Investment Adviser Representative
Brian K Bohnen
Investment Adviser Representative
Michael Stanley Borota
Investment Adviser Representative
Linda Watson Bowen
Investment Adviser Representative
Jaron Anthony Bowersox
Investment Adviser Representative
Joseph Robert Bradham
Investment Adviser Representative
Stephen Thomas Brantley
Investment Adviser Representative
Kevin W Breckenfelder
Investment Adviser Representative
Travis Bretoi
Investment Adviser Representative
Meghan Elizabeth Bright
Investment Adviser Representative
Timothy M Briody
Investment Adviser Representative
Anne E Brown
Investment Adviser Representative
John T Brown
Investment Adviser Representative
Kathleen Ann Brown
Investment Adviser Representative
Brent Alan Burnett
Investment Adviser Representative
Shanda Reyne Butcher
Investment Adviser Representative
Karen Marie Clerici
Investment Adviser Representative
Colton Ross Clevenger
Investment Adviser Representative
Brendle Lynn Corpman
Investment Adviser Representative
William J Carver
Investment Adviser Representative
Indiana Flores Cary
Investment Adviser Representative
Frank Eugenio Castellvi
Investment Adviser Representative
Christopher Sean Cazalas
Investment Adviser Representative
Christian Javier Chang
Investment Adviser Representative
Tyree Lavon Chapman
Investment Adviser Representative
Jared Charley
Investment Adviser Representative
Trevor David Christie
Investment Adviser Representative
Michael James Cimarik
Investment Adviser Representative
Keegan William Clark
Investment Adviser Representative
Christopher Paul Clinton
Investment Adviser Representative
Aurora R Coleman
Investment Adviser Representative
Theresa Marie Colson
Investment Adviser Representative
Kent Allan Colwell
Investment Adviser Representative
Michael Douglas Conway
Investment Adviser Representative
Geraldine Cook
Investment Adviser Representative
Emily Renee Corder
Investment Adviser Representative
Caterina Costante
Investment Adviser Representative
Christopher Patrick Costello
Investment Adviser Representative
Declan Costello
Investment Adviser Representative
Austin David Cowles
Investment Adviser Representative
Kendrick Tramell Crayton
Investment Adviser Representative
Ryan Daniel Crider
Investment Adviser Representative
Ladonna Renee Crowder
Investment Adviser Representative
Giana D'Alessandro
Investment Adviser Representative
Brice Ryan Davis
Investment Adviser Representative
Gregory Patrick Dible
Investment Adviser Representative
Kelly L Davis
Investment Adviser Representative
Scott Joseph Davis
Investment Adviser Representative
Charles Davis Dawkins
Investment Adviser Representative
Ebony Young De Pooter
Investment Adviser Representative
Kaden Obrian Deguzman
Investment Adviser Representative
Zoe Jacqueline Derr
Investment Adviser Representative
Erik Anthony Detota
Investment Adviser Representative
Christian Andre Deveer
Investment Adviser Representative
Daniel Gerard Devine
Investment Adviser Representative
Shawn Edward Devries
Investment Adviser Representative
Halee Rose Dickinson
Investment Adviser Representative
Patricia K Dimmer
Investment Adviser Representative
Shane Patrick Dooley
Investment Adviser Representative
Charles R Doughty
Investment Adviser Representative
Glen Dryden
Investment Adviser Representative
Rustomji Feroz Dubash
Investment Adviser Representative
Stephen Matthew Duganieri
Investment Adviser Representative
Madison Alayna Dunn
Investment Adviser Representative
Ghada Mohamed El-Gamal
Investment Adviser Representative
Thomas Robert Ellis
Investment Adviser Representative
G Ryan Eads
Investment Adviser Representative
Phil Kenneth Edgecombe II
Investment Adviser Representative
Richard Ray Ellis III
Investment Adviser Representative
Breanna N Emmett
Investment Adviser Representative
Tammy Lynn Engel
Investment Adviser Representative
Jerod John Ensz
Investment Adviser Representative
Elizabeth Chantal Erickson
Investment Adviser Representative
John Antonio Erickson
Investment Adviser Representative
David Nathaniel Flora
Investment Adviser Representative
Chad Michael Foslien
Investment Adviser Representative
David James Foster
Investment Adviser Representative
Regulatory & compliance
CRD number
#107319
SEC Number
801-42910
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Flat Fee
Minimum: $2,000,000
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
transamerica.comPhone
866-368-0566Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TRANSAMERICA RETIREMENT ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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