Chicago, IL 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
Chicago IL
Advisors at this office
3
Advisors at this office
Jordan T
Series 66, Series 63
Chicago, IL
Transamerica Retirement Advisors, LLC
Jordan Taylor is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Transamerica, Taylor worked at Robinhood Markets, Inc. and Charles Schwab & Co., Inc. Outside of financial services, Taylor has diverse work experience in customer service roles across various industries. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and education programs. The firm’s investment approach incorporates proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.
Gloria R
Series 66, Series 63
Chicago, IL
Transamerica Retirement Advisors, LLC
Gloria Russell is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 licenses and bringing 29 years of industry experience. Her work history includes roles at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, JP Morgan Securities, LLC, and London Realty. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolio advice, contribution guidance, and investment education through various programs. Their investment approach uses proprietary software and model asset allocations developed in partnership with Morningstar Investment Management, focusing on scalable solutions for a broad client base.
Anthony T
Series 63, Series 65
Chicago, IL
Transamerica Retirement Advisors, LLC
Anthony Tavoletti is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has worked with Diversified Investors Securities Corp. and IGLA since 2011. Tavoletti is based in Chicago, IL. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management to provide personalized asset allocation and retirement planning guidance.
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