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Jennith Lynne Hassenfritz

Advisor at Transamerica Retirement Advisors, LLC — Mt. Pleasant, IA

Updated today

Credentials

Series 66

Experience

14 years

Location

Mt. Pleasant, IA

Transamerica Retirement Advisors, LLC logo

Transamerica Retirement Advisors, LLC

Enterprise

Total advisors

309

Across 251 offices

Clients per advisor

695 Very High

Avg AUM per client

$82,021 Very Low

HNW client ratio

0% Very Low

About

Jennith Hassenfritz is a Series 66-licensed financial advisor with 14 years of industry experience. She is currently with Transamerica Retirement Advisors, LLC and has prior experience at LPL Financial LLC and Cambridge Investment Research, Inc. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, offering asset allocation and retirement guidance that incorporates proprietary software and model portfolios developed with Morningstar Investment Management.

Client services

Based on Transamerica Retirement Advisors, LLC

Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Transamerica Retirement Advisors, LLC

General retirement planning Retirement income strategy Income planning

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Fee options

Percentage

Up to 0.45% annually

Location

See office

Mt. Pleasant, IA

Mt. Pleasant IA

Advisors at this office

1

Most active in

Iowa

Work history

14 years of industry experience

Transamerica Life Insurance Company

2026 - Present • 1 year

Mt. Pleasant, IA

Transamerica Investors Securities, LLC

2026 - Present • 1 year

Mt. Pleasant, IA

Unemployed

2026 - 2026 • 1 year

Mt. Pleasant, IA

FARMERS FINANCIAL SOLUTIONS

2026 - 2026 • 1 year

Mt. Pleasant, IA

Unemployed

2025 - 2026 • 1 year

Mt. Pleasant, IA

CUSO Financial Services, LP

2025 - 2025 • 1 year

San Diego, CA

Grove Point Investments, LLC

2025 - 2025 • 1 year

Rockville, MD

LPL Financial LLC

2022 - 2024 • 2 years

Mt. Pleasant, IA

CAMBRIDGE INVESTMENT RESEARCH Advisors, INC

2015 - 2022 • 7 years

Fairfield, IA

Cambridge investment Research, Inc.

2014 - 2022 • 8 years

Fairfield, IA

Cambridge investment Research, Inc.

2010 - 2022 • 12 years

Fairfield, IA

Cambridge investment Research, Inc.

2010 - 2022 • 12 years

Fairfield, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Benjamin H

Series 63, Series 66

Mount Pleasant, IA

RIA Advisory Group, LLC

Benjamin Heckart is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Iea Wealth Management LLC since 2010 and previously was with Cambridge Investment Research Advisors and LPL Financial. Outside of advising, he operates a small farming business and holds a 20% ownership in BrokerStreet Insurance Services. RIA Advisory Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, corporations, trusts, and other entities. The firm provides discretionary portfolio management across a broad range of investment types and incorporates financial planning services within advisory contracts.

Real estate investing
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Paul K

Series 63, Series 65

Mount Pleasant, IA

RIA Advisory Group, LLC

Paul Katsion is a financial advisor at RIA Advisory Group, LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with NYLife Securities LLC and New York Life. Katsion serves as a board member of the Henry County Optimist Club, supporting local youth through fundraising and volunteer activities. RIA Advisory Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, corporations, trusts, and other entities. The firm provides discretionary portfolio management across a broad range of investments and integrates limited financial planning services into advisory contracts, using an investment process that combines charting, fundamental, and technical analysis with both long- and short-term trading strategies.

Real estate investing
user avatar

Erin R

Series 65

Mount Pleasant, IA

RIA Advisory Group, LLC

Erin Roberts is a financial advisor with RIA Advisory Group, LLC, holding a Series 65 designation and currently in the first year of her advisory career. Prior to joining RIA Advisory Group in 2025, she worked for RCM Capital from 2023 to 2025 and spent 17 years at Southeastern Community College. RIA Advisory Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, corporations, trusts, and other entities. The firm provides discretionary portfolio management across a broad range of investments and integrates limited financial planning services into advisory contracts, utilizing a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies.

Real estate investing
user avatar

Chad M

ChFC®, Series 63

Mt. Pleasant, IA

Creativeone Wealth, LLC

Chad Mcmullin is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, and has 19 years of industry experience. His prior roles include positions at ChangePath, LLC, Brokers International Financial Services, LLC, FBL Marketing Services, and Farm Bureau. Outside of advising, he is involved in professional office building ownership and management. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a combination of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analyses.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Joseph J

Series 66

Danville, IA

LPL Financial

Joseph Johnson is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for three years and spent five years with Danville CSD. Outside of his advisory role, he operates a fishing charter business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Whitney R

CFP®, Series 66

Mt Pleasant, IA

Edward Jones

Whitney Rogers is a CFP® designated financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2017, Rogers worked six years at The Walt Disney Company. Outside of financial advising, Rogers coaches the High School Color Guard team for the Mt Pleasant Community School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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