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Chad Michael Foslien

Transamerica Retirement Advisors, LLC

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About Chad Michael Foslien

Chad Foslien is a financial advisor registered with Transamerica Retirement Advisors, LLC. Chad is based in Lakeville, MN and has been in the financial services industry since 2014. Chad has been registered with Transamerica Retirement Advisors, LLC since December 3, 2016. Prior to that, Chad was registered with Ameriprise Financial Services, Inc. from July 17, 2013 to July 11, 2014. Chad is licensed to sell securities in 52 states and the District of Columbia.

Firm Information

Chad Foslien 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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Chad Foslien’s Registration & Firm History

MN

12/03/2016 - Present

Transamerica Retirement Advisors, LLC (Lakeville MN)

MN

07/17/2013 - 07/11/2014

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/21/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/25/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Chad Michael Foslien. Review regulatory record here.
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