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Austin David Cowles

Transamerica Retirement Advisors, LLC

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About Austin David Cowles

Austin Cowles is a financial advisor with Transamerica Retirement Advisors, LLC, based in Matthews, North Carolina. Austin has been working in the financial industry since 2019 and holds a Series 63 and 65 license. Austin's experience is in working with high net worth individuals and pension and profit-sharing plans. Austin is committed to helping clients meet their financial goals.

Firm Information

Austin Cowles 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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Austin Cowles’s Registration & Firm History

NC

02/27/2024 - Present

Transamerica Retirement Advisors, LLC (Matthews NC)

NC

06/14/2023 - 02/20/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)

PA

08/23/2019 - 09/27/2021

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

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Licenses & Designations

IA

Issued 01/25/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Austin David Cowles.
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