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Chad Foslien

Transamerica Retirement Advisors, LLC
12 Years of Experience
Lakeville, MN
1 DisclosureBroker
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Chad Foslien is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Lakeville, MN, with 12 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 212,722 clients with $19B in assets under management.

Transamerica Retirement Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
306 advisors
Number of Clients
212,722 clients
Average Client Portfolio
$89K average
Assets Under Management
$18.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $150K0.95%
$150K - $1000K0.90%
$1M+0.80%

Fees are not negotiable. Breakpoint reductions may apply based on products and services held through Transamerica.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Lakeville, MN

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History

Regulatory History (1)
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Criminal
March 2012
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
December 2016 - Present · 9 yrs 10 mos
Transamerica Investors Securities, LLCBroker
February 2015 - Present · 11 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.
February 2014 - July 2014 · 5 mos
Ameriprise Financial Services, INC.Broker
July 2013 - July 2014 · 1 yr
State Registrations52 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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