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Amy Lee Birtcher

Transamerica Retirement Advisors, LLC

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About Amy Lee Birtcher

Amy Lee Birtcher is a registered representative with Transamerica Retirement Advisors, LLC, a firm with over 290 investment advisor representatives. Amy has been in the financial industry since 1998. Amy has worked in several firms including Oppenheimer & Co. Inc., McDonald Investments Inc. and Invesco Distributors, Inc.. Amy is registered with the state of Michigan as both a broker and an investment advisor. Amy's firm offers financial planning, retirement planning and portfolio management services.

Firm Information

Amy Birtcher 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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Amy Birtcher’s Registration & Firm History

MI

07/28/2017 - Present

Transamerica Retirement Advisors, LLC (Copemish MI)

NY

11/10/2003 - 05/06/2004

OPPENHEIMER & CO. INC. (NEW YORK NY)

OH

02/14/2000 - 11/07/2003

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

TX

04/29/1997 - 06/22/1999

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 07/28/2017

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/16/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Lee Birtcher.
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