Denver, CO California St Office

Team
Updated today

Client AUM

$17,445,832,699

Clients

212,700

Advisors

2

Of 306 advisors across 249 offices

Location

1801 California St

Denver CO 80202

Advisors at this office

2

Advisors at this office

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Kevin V

Series 66

Denver, CO

Transamerica Retirement Advisors, LLC

Kevin Vaughan is a financial advisor at Transamerica Retirement Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2021. His prior experience includes roles at Equitable Advisors, AXA Advisors, Trader Joe’s, and the University of Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice supported by Morningstar Investment Management’s proprietary technology and model portfolios. The firm operates at scale with a large client base and focuses on asset allocation, contribution rates, and retirement age guidance.

General retirement planning Retirement income strategy Income planning
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Nicholas R

Series 66

Denver, CO

Transamerica Retirement Advisors, LLC

Nicholas Randolph is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Larson Financial Securities, LLC and Larson Financial Group. Randolph is based in Denver, Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of programs that offer both managed portfolios and non-discretionary recommendations. The firm uses proprietary software and model portfolios provided by Morningstar Investment Management to guide asset allocation and retirement planning for its approximately 212,700 clients.

General retirement planning Retirement income strategy Income planning
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