Kristin Markell Olson
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, LLCAug 2023 to now
- Transamerica Investors Securities CorporationAug 2023 to now
- Transamerica Life Insurance CompanyAug 2023 to now
- Hemingway Wealth ManagementSep 2022 to May 2023
- United Planners Financial ServicesAug 2022 to May 2023
- Ameriprise Financial Services IncJan 2020 to Aug 2022
- UnemployedJul 2019 to Dec 2019
- Copper Cow KitchenDec 2018 to Jul 2019
- Pool and Yacht ClubMay 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7219219
- Firm CRD
- 107319