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Andrew Joseph Trujillo

Transamerica Retirement Advisors, LLC

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About Andrew Joseph Trujillo

Andrew Trujillo is a registered representative of Transamerica Retirement Advisors, LLC and is licensed in CO. Andrew has been in the securities industry since 2020. He is currently employed by Transamerica Retirement Advisors, LLC and is registered with Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. Andrew specializes in retirement planning, investment management, insurance, and estate planning. Andrew is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.

Firm Information

Andrew Trujillo 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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Andrew Trujillo’s Registration & Firm History

CO

11/25/2024 - Present

Transamerica Retirement Advisors, LLC (Thornton CO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Joseph Trujillo.
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