Michael David Lewis
Investment adviser representative at Transamerica Retirement Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$18.8BFirm assets
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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
11 years in the industry.
- Transamerica Retirement Advisors, LLCFeb 2015 to now
- Transamerica Investors Securities CorporationFeb 2015 to now
- Transamerica Retirement SolutionsJan 2015 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
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
- 4974375
- Firm CRD
- 107319