TrueAdvisor
TrueAdvisor
AF
AF

Aaron Daniel Fredrickson

Transamerica Retirement Advisors, LLC
25 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Transamerica Retirement Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
285 advisors
Number of Clients
212,858 clients
Average Client Portfolio
$76K average
Assets Under Management
$16.2B

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee

Location

Minneapolis, MN

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
January 2014 - Present · 12 yrs 1 mo
Transamerica Investors Securities, LLCBroker
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
Transamerica Financial Advisors, INCBroker
April 2007 - October 2014 · 7 yrs 6 mos
Transamerica Financial Advisors, INC.
April 2007 - January 2014 · 6 yrs 9 mos
U.S. Bancorp Investments, INC.Broker
August 2004 - February 2007 · 2 yrs 6 mos
Tcf Investments, INC.Broker
March 2000 - July 2004 · 4 yrs 4 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.