Stephen Labarre
Investment adviser representative at Transamerica Retirement Advisors, LLC
11 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
11 years in the industry.
- Transamerica Retirement Advisors, LLCAug 2024 to now
- Transamerica Investors Securities CorporationAug 2024 to now
- Transamerica Life Insurance CompanyAug 2024 to now
- Mutual of America Financial GroupMar 2023 to Aug 2024
- Huntington National BankDec 2020 to Mar 2023
- The Huntington Investment CompanyOct 2020 to Mar 2023
- The Huntington National BankAug 2020 to Dec 2020
- Mutual of Omaha Insurance CompanyMar 2019 to Aug 2020
- Mutual of Omaha Investor ServicesMar 2019 to Aug 2020
- New York Life Insurance Co.Dec 2016 to Mar 2019
- Nylife Securities LLCDec 2016 to Mar 2019
- Pruco Securities LLCAug 2015 to Dec 2016
- The Prudential Insurance Company of AmericaAug 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6567138
- Firm CRD
- 107319