Transamerica Retirement Advisors, LLC

Overview

Transamerica Retirement Advisors, LLC is an SEC registered investment adviser based in Cedar Rapids, IA, registered since 1992. It reports $18.8B in assets under management across 212,722 accounts, with 398 employees. It has 306 investment adviser representatives.

Reported AUM

$18.8B

Discretionary

42%

Accounts

212,722

Average account

$88.5K

Employees

398

Advisory reps

306

Registered since

1992

Jurisdictions

53

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 5

• Jason Scott Frain President and Manager CRD 5141625
• Mark Judson Powers Vice President, Chief Compliance Officer CRD 6173588
• Jay Allen Hewitt Vice President, Manager CRD 1687429

2 more executive officers, with direct contact details

Advisory reps 3 of 306

• Alex William Adair Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6990105
• Annie Lynn Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6395205
• Joseph Vito Affatigato Registered Rep · Investment Adviser Rep CRD 6764272

303 more advisory reps, with emails, phones and branch locations

Location

Headquarters

6400 C St SW
Cedar Rapids, IA 52499

County

Linn

Metro area

Cedar Rapids, IA

Region

Midwest

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: transamerica.com

Every state, with registration dates

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