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Aaron Daniel Fredrickson

Transamerica Retirement Advisors, LLC

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About Aaron Daniel Fredrickson

Aaron Fredrickson is a financial advisor with over 15 years of experience in the industry. Aaron currently works for Transamerica Retirement Advisors, LLC and is registered in Minnesota. Aaron has previously worked for Transamerica Financial Advisors, Inc., U.S. Bancorp Investments, Inc. and TCF Investments, Inc. Aaron holds Series 6, 7, 26, 63 and 66 licenses and specializes in retirement planning, investment management, and financial planning.

Firm Information

Aaron Fredrickson is currently registered with Transamerica Retirement Advisors, LLC. Transamerica Retirement Advisors, LLC is a registered investment advisor headquartered in CEDAR RAPIDS, IA. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, corporations, and pension plans. The firm has over 334 registered representatives and manages over $16 billion in assets.
Transamerica Retirement Advisors, LLC

6400 C STREET SW

CEDAR RAPIDS, IA 52499

$16.16B

Assets Under Management

Not reported

Total Clients

266

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Fredrickson’s Registration & Firm History

MN

01/21/2014 - Present

Transamerica Retirement Advisors, LLC (MINNEAPOLIS MN)

MN

04/04/2007 - 10/31/2014

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PAUL MN)

MN

08/12/2004 - 02/09/2007

U.S. BANCORP INVESTMENTS, INC. (BLOOMINGTON MN)

MN

03/24/2000 - 07/07/2004

TCF INVESTMENTS, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/27/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/08/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2005

Series 7 - General Securities Representative Examination

BC

Issued 03/23/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Daniel Fredrickson.
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