Minneapolis, MN 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
Minneapolis MN
Advisors at this office
6
Advisors at this office
Adriana A
Series 63, Series 65
Minneapolis, MN
Transamerica Retirement Advisors, LLC
Adriana Arkley is a financial advisor at Transamerica Retirement Advisors, LLC in Minneapolis, MN, with three years of industry experience. She holds Series 63 and Series 65 licenses and has prior work history at Wells Fargo and Compass Group USA, where she also assists with food service and event catering outside of securities hours. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and investment education programs, utilizing proprietary portfolio models developed in partnership with Morningstar Investment Management.
Alex A
Series 63, Series 65
Minneapolis, MN
Transamerica Retirement Advisors, LLC
Alex Adair is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2018 and previously held a position at Sabic Polymershapes from 2014 to 2018. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services, utilizing proprietary portfolio models from Morningstar Investment Management tailored to client-specific retirement goals.
Peter H
Series 66
Minneapolis, MN
Transamerica Retirement Advisors, LLC
Peter Hunter Hanson is a financial advisor with Transamerica Retirement Advisors, LLC in Minneapolis, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Transamerica since 2018 and previously worked at Waddell & Reed, Inc. Hanson is also a partner in OneFaceBeauty LLC, a retail product sales business. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide asset allocation and retirement guidance.
Taylor W
Series 65, Series 66
Minneapolis, MN
Transamerica Retirement Advisors, LLC
Taylor Winbush is a financial advisor with Transamerica Retirement Advisors, LLC in Minneapolis, MN, holding Series 65 and Series 66 credentials and having 11 years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Allianz Life Financial Services, Fidelity Brokerage Services, and Equitable Advisors. Outside of advising, he works as an associate with liquor sampling programs at retail stores. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach utilizes proprietary software and model portfolios supplied by Morningstar Investment Management to guide asset allocation, contribution rates, and retirement planning for a large client base.
Brad S
Series 63, Series 65
Minneapolis, MN
Transamerica Retirement Advisors, LLC
Brad Sharp is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, FBL Financial Group, and U.S. Bancorp Investments. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide personalized and scalable retirement advice.
Jeffrey K
Series 63, Series 65
Minneapolis, MN
Transamerica Retirement Advisors, LLC
Jeffrey Kase is a financial advisor at Transamerica Retirement Advisors, LLC with 18 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Diversified Investors Securities Corp. since 2013 and Transamerica Retirement Management since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model asset allocations from Morningstar Investment Management to provide personalized asset allocation and retirement planning guidance.
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