John Antonio Erickson
Investment adviser representative at Transamerica Retirement Advisors, LLC
15 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
15 years in the industry.
- Transamerica Retirement Advisors, LLCMay 2023 to now
- Transamerica Investors Securities CorporationJun 2022 to now
- Transamerica Life Insurance CompanyJun 2022 to now
- Charles Schwab & Co., Inc.Jul 2021 to Apr 2022
- Buck and RiderMay 2021 to Apr 2022
- Alma ScottsdaleApr 2021 to Apr 2021
- Kyoto ScottsdaleJul 2020 to Apr 2021
- Arizona State UniversityAug 2018 to May 2021
- StudentOct 2011 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7410251
- Firm CRD
- 107319