Kelsea Alexandra Rowan
Investment adviser representative at Transamerica Retirement Advisors, LLC
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- Transamerica Retirement Advisors, LLCJul 2024 to now
- Transamerica Investors Securities CorporationJul 2024 to now
- Transamerica Life Insurance CompanyJul 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Jun 2024
- Raymond James AssociatesJan 2021 to Apr 2021
- Kiawah Island ClubJun 2019 to Jan 2021
- Jimmy JohnsAug 2018 to May 2019
- Clemson Center for Career and Professional DevelopmentApr 2018 to Jul 2018
- Allstate: John Rose AgencyFeb 2017 to Mar 2018
- Full-time EducationJun 2011 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, SC).
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
- 7330827
- Firm CRD
- 107319