Benjamin Edward Nolen
Investment adviser representative at Transamerica Retirement Advisors, LLC
18 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
18 years in the industry.
- Transamerica Retirement Advisors, LLCNov 2023 to now
- Transamerica Investors Securities CorporationNov 2023 to now
- Transamerica Life Insurance CompanyNov 2023 to now
- US Tech SolutionsJun 2023 to Aug 2023
- Wells Fargo Clearing ServicesJun 2023 to Aug 2023
- UnemployedJan 2023 to Jun 2023
- Fidelity Brokerage Services LLCNov 2018 to Jan 2023
- Full Time EducationAug 2017 to Nov 2018
- Fidelity InvestmentsDec 2005 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 5986466
- Firm CRD
- 107319