Michael Edward Beck
Investment adviser representative at Transamerica Retirement Advisors, LLC
10 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
10 years in the industry.
- Transamerica Retirement Advisors, LLCFeb 2024 to now
- Transamerica Investors Securities CorporationFeb 2024 to now
- Transamerica Life Insurance CompanyFeb 2024 to now
- Charles Schwab & Co., Inc.Aug 2021 to Jan 2024
- Charles Schwab Bank, SsbAug 2021 to Jan 2024
- TIAAAug 2018 to Jun 2021
- TIAA-CREF Individual & Institutional Services, LLCAug 2018 to Jun 2021
- Strategic Advisers, Inc.Nov 2016 to Jun 2018
- Fidelity Brokerage Services LLCJun 2016 to Jul 2018
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 (CO).
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
- 6003830
- Firm CRD
- 107319