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Aaron Roger Michelsen

Transamerica Retirement Advisors, LLC

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About Aaron Roger Michelsen

Aaron Michelsen is a registered representative and investment advisor representative with Transamerica Retirement Advisors, LLC. Aaron is currently located in Colorado Springs, CO. Aaron has been in the industry since 2014. Aaron has passed the Series 66 exam. Aaron has specialized in providing financial advice to individuals, pension and profit-sharing plans, and businesses. Aaron's previous employers include T. Rowe Price, Verizon Wireless, and GWFS Equities, Inc.

Firm Information

Aaron Michelsen 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 Michelsen’s Registration & Firm History

CO

10/09/2024 - Present

Transamerica Retirement Advisors, LLC (Colorado Springs CO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Roger Michelsen.
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