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Kyle Ritland Ness

Investment adviser representative at Transamerica Retirement Advisors, LLC
15 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

15 years in the industry.

  1. Transamerica Retirement Advisors, LLCNov 2017 to now
  2. Diversified Investors Securities Corp.Dec 2011 to now
  3. DiversifiedNov 2011 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (MN).

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
2535877
Firm CRD
107319
Advisor's SEC record (opens in a new tab)
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