Lynn Pederson
Lynn Pederson is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Bloomington, MN, with 24 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 212,858 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 0.95% |
| $150K - $1000K | 0.90% |
| $1M+ | 0.80% |
You may qualify for a breakpoint fee reduction based upon certain products and/or services purchased and held through Transamerica. The fee breakpoint or discount, if attained, is applied to the entire balance of the account, not only the portion of the account that exceeds the breakpoint.
Fee Estimator
Location
Bloomington, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lynn works as a cashier and/or retail stocker at Menards, a home improvement center, dedicating about a quarter of her time. Lynn is also a partner at Pederson Farms, earning passive income and handling bookkeeping and contract maintenance, which takes a few hours per week.
Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities, LLCBroker
Transamerica Investors Securities, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Riversource Distributors, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ing Financial Partners, INC.Broker
Ing Financial Advisers, LLCBroker
Ing Financial Advisers, LLCBroker
Ing America Equities, INC.Broker
Washington Square Securities, INC.Broker
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.