Jake Nicholas Foldenaur
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, LLCApr 2025 to now
- Transamerica Investors Securities, LLCApr 2025 to now
- Transamerica Life Insurance CompanyApr 2025 to now
- UnemployedSep 2024 to Apr 2025
- Ameriprise Financial Services, LLCJul 2021 to Sep 2024
- Spin the Planet EnterprisesJan 2018 to Jul 2021
- WalgreensJan 2017 to Jan 2018
- Froggy HopsMay 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
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
- 7410395
- Firm CRD
- 107319