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Brent Alan Burnett

Transamerica Retirement Advisors, LLC

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About Brent Alan Burnett

Brent Alan Burnett is a financial advisor with Transamerica Retirement Advisors, LLC. Brent has been in the financial services industry since 2006 and has a wide range of experience in financial planning and investment management. Brent is licensed to provide investment advice in Florida. Brent's firm, Transamerica Retirement Advisors, LLC, is a registered investment advisor with the SEC. The firm specializes in providing financial planning and investment management services to individuals and retirement plans.

Firm Information

Brent Burnett 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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Brent Burnett’s Registration & Firm History

FL

10/21/2024 - Present

Transamerica Retirement Advisors, LLC (Jacksonville Beach FL)

FL

10/12/2017 - 01/17/2018

THRIVENT INVESTMENT MANAGEMENT INC. (JACKSONVILLE FL)

FL

11/13/2006 - 05/12/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 06/19/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/21/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2008

Series 7 - General Securities Representative Examination

BC

Issued 11/10/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brent Alan Burnett.
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