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Brandon Robert Matthews

Transamerica Retirement Advisors, LLC

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About Brandon Robert Matthews

Brandon Matthews is a financial professional who has been in the industry since 2017. Brandon is registered to provide investment advice in Texas. Brandon currently works at Transamerica Retirement Advisors, LLC. Prior to this, Brandon was employed by TIAA-CREF Individual & Institutional Services, LLC, and Fidelity Brokerage Services LLC. Brandon holds Series 7 and Series 66 licenses and has a background in financial services.

Firm Information

Brandon Matthews 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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Brandon Matthews’s Registration & Firm History

TX

05/03/2023 - Present

Transamerica Retirement Advisors, LLC (Haltom City TX)

TX

06/17/2022 - 12/22/2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

TX

12/10/2015 - 03/08/2021

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 11/11/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Robert Matthews.
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