Suzanne D Fickle
Investment adviser representative at Transamerica Retirement Advisors, LLC
12 yearsExperience
1 stateRegistered in
$18.8BFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Transamerica Retirement Advisors, LLCMar 2026 to now
- Transamerica Investors Securities, LLCMar 2026 to now
- Transamerica Life Insurance CompanyMar 2026 to now
- Self EmployedMay 2024 to Feb 2026
- Morgan StanleyJan 2023 to Apr 2024
- E*trade Capital Management LLCOct 2021 to Sep 2023
- E*trade Securities LLCOct 2021 to Sep 2023
- Bank of America, N.A.Feb 2018 to Oct 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2017 to Oct 2021
- Northwest Community HealthcareOct 2017 to Nov 2017
- Cambridge Investment Research, Inc.May 2017 to Aug 2017
- Principal Resource GroupMay 2017 to Aug 2017
- Kestra Advisor Services (favia Group)Apr 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
Transamerica Retirement Advisors, LLC
$18.8BAssets managed
212,722Clients
303Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2397999
- Firm CRD
- 107319