Suzanne Fickle
Advisor at Transamerica Retirement Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Transamerica Retirement Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wheaton, IL
Credentials
Series 63, Series 66
Suzanne Fickle is a financial advisor at Transamerica Retirement Advisors, LLC with credentials including Series 63 and Series 66. She has experience at firms such as Morgan Stanley, E*TRADE Capital Management, Bank of America, and Merrill. Suzanne has been with Transamerica-related entities since 2026 and was self-employed from 2024 to 2026. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance using proprietary software and model portfolios from Morningstar Investment Management, operating at scale with over 200,000 clients and a predominantly non-discretionary asset base.
Based on Transamerica Retirement Advisors, LLC
Based on Transamerica Retirement Advisors, LLC
Up to 0.45% annually
Wheaton, IL
Illinois
Transamerica Investors Securities, LLC
2026 - Present (1 year)
Transamerica Life Insurance Company
2026 - Present (1 year)
Self Employed
2024 - 2026 (2 years)
Morgan Stanley
2023 - 2024 (1 year)
Morgan Stanley
2023 - 2024 (1 year)
Morgan Stanley
2023 - 2024 (1 year)
E*TRADE Capital Management LLC
2021 - 2023 (2 years)
E*TRADE Securities LLC
2021 - 2023 (2 years)
Bank of America, N.A.
2018 - 2021 (3 years)
Merrill
2017 - 2021 (4 years)
Northwest Community Healthcare
2017 - 2017 (1 year)
Cambridge Investment Research, Inc.
2017 - 2017 (1 year)
Principal Resource Group
2017 - 2017 (1 year)
Kestra Advisor Services (Favia Group)
2014 - 2017 (3 years)
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