Kurtis Lovell
Investment adviser representative at Transamerica Retirement Advisors, LLC
16 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
16 years in the industry.
- Transamerica Retirement Advisors, LLCJun 2026 to now
- Transamerica Investors Securities, LLCMay 2026 to now
- Transamerica Life Insurance CompanyMay 2026 to now
- UnemployedSep 2025 to Apr 2026
- Wealth Enhancement Advisory ServicesMar 2024 to Aug 2025
- Wealth Enhancement Brokerage ServicesMar 2024 to Aug 2025
- Wealth Enhancement GroupMar 2024 to Aug 2025
- LPL Financial LLCMar 2024 to Jun 2025
- 1919 Investment CounselApr 2022 to Jan 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to Apr 2022
- Temple UniversityAug 2010 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6211135
- Firm CRD
- 107319