Casey Alan Walters
Investment adviser representative at Transamerica Retirement Advisors, LLC
12 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
12 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
- UnemployedSep 2023 to Feb 2024
- Claraphi Advisory Network LLCSep 2022 to Aug 2023
- UnemployedMay 2022 to Sep 2022
- Charles Schwab & Co., Inc.Jan 2022 to May 2022
- TdameritradeApr 2014 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 6275950
- Firm CRD
- 107319