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Casey Alan Walters

Transamerica Retirement Advisors, LLC

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About Casey Alan Walters

Casey Walters is a registered investment advisor representative with Transamerica Retirement Advisors, LLC. Casey has been in the industry since February 2016 and holds the Series 63, Series 66, Series 7 and Series 24 licenses. Casey has a wealth of experience providing investment advice and portfolio management for individuals and businesses. Casey is also a registered investment advisor representative in Iowa.

Firm Information

Casey Walters 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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Casey Walters’s Registration & Firm History

IA

02/12/2024 - Present

Transamerica Retirement Advisors, LLC (Council Bluffs IA)

TX

02/09/2022 - 06/01/2022

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NE

01/29/2019 - 02/10/2022

TD AMERITRADE CLEARING, INC. (OMAHA NE)

NE

05/28/2014 - 02/10/2022

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 04/09/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Casey Alan Walters.
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