EB
EB
Edward Batchelder
3 Years of Experience
Bloomington, IN
1 DisclosureBroker
Edward Batchelder is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Bloomington, IN, with 3 years of industry experience. Edward 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.
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 Value | Annual Fee |
|---|---|
| Up to $150K | 0.95% |
| $150K - $1000K | 0.90% |
| $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
Bloomington, IN
Get directionsHistory
Regulatory History (1)
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Criminal
July 2002Final Disposition
Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
December 2025 - Present · 10 mos
Transamerica Investors Securities, LLC
December 2025 - Present · 10 mos
Transamerica Investors Securities, LLCBroker
December 2025 - Present · 10 mos
Previous Registrations
J.P. Morgan Securities LLC
November 2023 - December 2025 · 2 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2023 - December 2025 · 2 yrs 2 mos
Nylife Securities LLCBroker
November 2021 - September 2022 · 10 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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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