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Thomas Joseph Mackinnon

Advisor at Transamerica Retirement Advisors, LLC — Pioneer, OH

Updated today

Credentials

Series 66, Series 63

Experience

8 years

Location

Pioneer, OH

Transamerica Retirement Advisors, LLC logo

Transamerica Retirement Advisors, LLC

Enterprise

Total advisors

306

Across 251 offices

Clients per advisor

695 Very High

Avg AUM per client

$82,021 Very Low

HNW client ratio

0% Very Low

About

Thomas Mackinnon is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 registrations and bringing eight years of industry experience. His prior roles include positions at JP Morgan Securities, LPL Financial, and Empower Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary investment advice supported by Morningstar Investment Management’s portfolio oversight and proprietary software. The firm focuses on asset allocation, contribution guidance, and retirement planning through various advisory programs.

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

Pioneer, OH

Pioneer OH

Advisors at this office

1

Most active in

Ohio

Work history

8 years of industry experience

Transamerica Life Insurance Company

2026 - Present • 1 year

Pioneer, OH

Transamerica Investors Securities, LLC

2026 - Present • 1 year

Pioneer, OH

Thrivent Investment Management Inc.

2025 - 2026 • 1 year

Minneapolis, MN

Thrivent Financial

2025 - 2026 • 1 year

Appleton, WI

Empower Financial Services, inc

2023 - 2025 • 2 years

Greenwood Village, CO

Farmers and Merchants State Bank

2022 - 2023 • 1 year

Bryan, OH

Raymond James Financial Services, Inc

2022 - 2023 • 1 year

Byron, OH

FM Investment Services

2022 - 2023 • 1 year

Archbold, OH

LPL Financial, LLC

2021 - 2022 • 1 year

Defiance, OH

Premier Bank

2020 - 2022 • 2 years

Bryan, OH

JP morgan securities, LLC

2016 - 2020 • 4 years

Columbus, OH

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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Ned W

Series 63, Series 65

Archbold, OH

Childs Investment Group, Inc.

Ned Wyse is a financial advisor with Childs Investment Group, Inc. in Archbold, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with firms including 724 Capital, LLC and National Planning Corporation. Outside of advising, he owns and operates Wyse Refrigeration and Appliance Services, a part-time repair service business. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities. The firm develops tailored financial plans without managing client securities or exercising investment discretion, coordinating with clients’ chosen broker-dealers or third-party advisers for implementation.

General tax planning
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Kirk W

Series 66

Archbold, OH

Childs Investment Group, Inc.

Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.

General tax planning
user avatar

Michael C

Series 63, Series 66

Archbold, OH

Childs Investment Group, Inc.

Michael Childs is a financial advisor with Childs Investment Group, Inc. He holds Series 63 and Series 66 credentials and has 35 years of industry experience. He serves on the Board of Visitors at Taylor University and holds officer positions in multiple business ventures, including charitable consulting and governance roles with nonprofit organizations. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities such as trusts, estates, and charitable organizations. The firm develops tailored financial plans without exercising investment discretion and coordinates implementation through clients’ chosen brokers or third-party advisers.

General tax planning
user avatar

Andres P

Series 63

Archbold, OH

724 Capital, LLC

Andres Peterson is a financial advisor with 23 years of industry experience, currently serving at 724 Capital, LLC. He holds the Series 63 designation and has worked at several firms including F3 Logic, Independent Financial Group, and National Planning Corporation. In addition to his advisory role, Peterson is involved in term life insurance sales. 724 Capital, LLC manages approximately $259 million for individuals, corporations, and retirement plans, offering portfolio management, pension consulting, and financial planning. The firm combines various analytical methods and employs diversified investment strategies while preparing tailored Investment Policy Statements for each client.

Options & derivatives strategies Active portfolio management
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Alan W

Series 63, Series 66

Archbold, OH

724 Capital, LLC

Alan Wyse is a financial advisor with 26 years of industry experience, currently at 724 Capital, LLC. He holds Series 63 and Series 66 licenses and has worked at firms including CIG Financial Services, Inc. and National Planning Corporation. Wyse serves as a board member for Goodville Mutual Casualty Company, a property and casualty insurance company. 724 Capital, LLC manages approximately $259 million for individuals, businesses, and retirement plans, offering portfolio management, pension consulting, and financial planning. The firm integrates various analytical methods and typically operates with discretionary trading authority, utilizing a broad range of investment vehicles.

Options & derivatives strategies Active portfolio management
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Hudson C

Series 65

Archbold, OH

724 Capital, LLC

Hudson Childs is a financial advisor with 724 Capital, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked at Sauder Manufacturing and Systech Handling. 724 Capital, LLC manages approximately $259 million and provides portfolio management, pension consulting, and financial planning services to individuals, corporations, and retirement plans. The firm uses a combination of model allocations and customized plans, employing various analytical methods and conducting monthly account reviews.

Options & derivatives strategies Active portfolio management
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