Keegan William Clark
Investment adviser representative at Transamerica Retirement Advisors, LLC
13 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
13 years in the industry.
- Transamerica Retirement Advisors, LLCMar 2025 to now
- Transamerica Investors Securities, LLCMar 2025 to now
- Transamerica Life Insurance CompanyMar 2025 to now
- N/aSep 2024 to Mar 2025
- Fidelity InvestmentsSep 2022 to Sep 2024
- Vasa FitnessMar 2022 to Sep 2022
- Wells Fargo Clearing Services LLCJun 2021 to Feb 2022
- US Tech SolutionsJun 2021 to Sep 2021
- College Works PaintingJan 2019 to Mar 2019
- MenardsMay 2018 to Aug 2020
- Iowa State UniversityAug 2017 to May 2021
- Hy-veeFeb 2015 to Aug 2017
- Central High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7410889
- Firm CRD
- 107319