Aurora, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Transamerica Retirement Advisors, LLC
Enterprise
Firm-wide stats for Transamerica Retirement Advisors, LLC
About
Transamerica Retirement Advisors (TRA) serves participants in employer‑sponsored retirement plans and IRA owners through programs called Managed Advice, Advisor Managed Advice (AMA), and Today’s Advice, and it also provides investment education services via Retirement Plan Consultants and phone‑based Transamerica Advice Center (TAC) advisors. These services focus on asset allocation, contribution rate and retirement age guidance, and offer both implemented managed portfolios and non‑discretionary, view‑only recommendations depending on the program.
TRA’s advice and portfolio construction rely heavily on Morningstar Investment Management as the Independent Financial Expert, which supplies the proprietary software, model asset allocations, and ongoing portfolio oversight used in Managed Advice and Today’s Advice; AMA similarly incorporates third‑party advisers for model construction in some plans. Morningstar’s engine personalizes allocations by blending accumulation and decumulation portfolios and incorporates concepts such as “human capital” and retirement spend‑down modeling, while Today’s Advice remains point‑in‑time and non‑discretionary.
The firm operates at scale with roughly 212,700 clients and 301 advisors, resulting in a high client‑to‑advisor ratio and a notably large share of non‑discretionary assets (approximately $10.829 billion non‑discretionary vs. $7.999 billion discretionary), and the brochure discloses that TRA does not target high‑net‑worth or corporate clients nor offer standalone financial planning in these programs. TRA is part of a broader Transamerica/AEGON group and uses affiliated recordkeeping, brokerage, and insurance channels (with compensation and referral arrangements for TAC advisors, RPCs, and other wholesalers), and the firm disclosed an SEC order in 2025 related to prior disclosure shortcomings and a related $2.9 million penalty.
Expertise
Location
Aurora CO
Advisors at this office
3
Advisors at this office
Ryan C
Series 66
Aurora, CO
Transamerica Retirement Advisors, LLC
Ryan Crider is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Charles Schwab and Empower Retirement, as well as self-employment. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering programs that focus on asset allocation, contribution guidance, and retirement age planning. The firm utilizes proprietary software and model portfolios provided by Morningstar Investment Management and manages a large client base primarily through non-discretionary advice.
Lynn P
Series 63, Series 66
Aurora, CO
Transamerica Retirement Advisors, LLC
Lynn Parrott is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and having 13 years of industry experience. She has been affiliated with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance, using proprietary technology and model portfolios from Morningstar Investment Management.
Timothy W
Series 63, Series 65
Aurora, CO
Transamerica Retirement Advisors, LLC
Timothy Wintemute is a financial advisor with Transamerica Retirement Advisors, LLC in Aurora, CO, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, and GWFS Equities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. Their approach incorporates proprietary portfolio construction and oversight from Morningstar Investment Management, focusing on asset allocation, contribution guidance, and retirement planning strategies.
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