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Benjamin Edward Nolen

Transamerica Retirement Advisors, LLC

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About Benjamin Edward Nolen

Benjamin Nolen is an investment advisor representative registered with Transamerica Retirement Advisors, LLC. Benjamin has been working in the financial services industry since 2014 and holds Series 7, 63, and 66 licenses. Benjamin is also a Certified Financial Planner. Benjamin has worked at Wells Fargo Clearing Services, LLC and Fidelity Brokerage Services LLC in the past. The individual is currently registered with Transamerica Investors Securities Corporation and Transamerica Life Insurance Company and registered to conduct business in all states.

Firm Information

Benjamin Nolen 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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Benjamin Nolen’s Registration & Firm History

UT

11/13/2023 - Present

Transamerica Retirement Advisors, LLC (Syracuse UT)

MO

08/09/2023 - 08/21/2023

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

UT

12/12/2018 - 01/17/2023

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

UT

04/17/2012 - 08/18/2017

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 10/14/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Edward Nolen.
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