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Codiak Garland

Transamerica Retirement Advisors, LLC

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About Codiak Garland

Codiak Garland is a registered representative and investment advisor representative at Transamerica Retirement Advisors, LLC, located in Largo, FL. Codiak joined the firm in March of 2019. Codiak has been in the industry since December of 2018. Codiak has passed the Series 7 and Series 66 exams, and is registered in all 50 states. Codiak specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Codiak's previous experience includes working as an investment advisor representative at Northwestern Mutual Investment Services, LLC in Tampa, Florida.

Firm Information

Codiak Garland 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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Codiak Garland’s Registration & Firm History

FL

05/17/2019 - Present

Transamerica Retirement Advisors, LLC (Largo FL)

FL

06/11/2018 - 09/13/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TAMPA FL)

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Licenses & Designations

BOTH

Issued 04/12/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Codiak Garland.
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