Adam Louis Kucsan

Transamerica Retirement Advisors, LLC

10 Years of Experience

Broker

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

Denver, CO

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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.

Other Business Activities

Adam is the CEO of Katies Klozet since 2015, running the company during non-trading hours. This activity requires minimal time commitment.

Employment History

Current Registrations

Transamerica Retirement Advisors, LLC

December 2018 - Present · 7 yrs 2 mos

Transamerica Investors Securities, LLC

November 2018 - Present · 7 yrs 3 mos

Transamerica Investors Securities, LLCBroker

November 2018 - Present · 7 yrs 3 mos

Previous Registrations

Scottrade, INC.Broker

February 2017 - March 2018 · 1 yr 1 mo

Strategic Advisers, INC.

June 2014 - April 2016 · 1 yr 10 mos

Fidelity Brokerage Services LLCBroker

October 2013 - April 2016 · 2 yrs 6 mos

State Registrations52 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.