Bryan Eugene Donaugh
Investment adviser representative at Transamerica Retirement Advisors, LLC
10 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
10 years in the industry.
- Transamerica Retirement Advisors, LLCSep 2026 to now
- Transamerica Investors Securities, LLCSep 2026 to now
- Transamerica Life Insurance CompanySep 2026 to now
- Alight Financial Solutions LLCApr 2026 to Sep 2026
- Charles Schwab & Co, IncJan 2026 to Apr 2026
- Schwab Wealth Advisory, IncJan 2026 to Apr 2026
- The Financial Resource CenterJul 2024 to Dec 2025
- Transamerica Investors Securities CorporationNov 2021 to Jul 2024
- Transamerica Life Insurance CompanyNov 2021 to Jul 2024
- Cetera Advisor NetworksSep 2020 to Oct 2021
- Cwm, LLC dba Carson PatnersSep 2020 to Oct 2021
- Wealthcare Partners LLCSep 2020 to Oct 2021
- Valic Financial Advisors, Inc.Feb 2020 to Sep 2020
- UnemployedJan 2020 to Feb 2020
- Northview ChurchApr 2019 to Dec 2019
- Oneamerica SecuritiesFeb 2019 to Apr 2019
- American United LifeJan 2019 to Apr 2019
- Valic Financial Advisors, Inc.Jan 2016 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 6434474
- Firm CRD
- 107319