Ryan Allen
Investment adviser representative at Transamerica Financial Advisors, LLC
20 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Netlaw Group Inc.Aug 2022 to now
- WealthwaveDec 2020 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Anthem Blue Cross Blue ShieldJun 2009 to now
- Rocky Mountain Health PlansJun 2009 to now
- WfgiaOct 2004 to now
- Rick Barton MinistriesApr 2023 to Sep 2024
- Hubbard Creek OutfittersDec 2013 to Feb 2023
- Connect for Health ColoradoNov 2013 to Feb 2025
- Trinity Baptist ChurchJun 2011 to Jan 2025
- United Health OneNov 2009 to Jan 2017
- Rpa, Inc.Aug 2006 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, MT).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 4930022
- Firm CRD
- 16164