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Colton Ross Clevenger

Transamerica Retirement Advisors, LLC

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About Colton Ross Clevenger

Colton Ross Clevenger is a financial advisor with Transamerica Retirement Advisors, LLC in Marshville, NC. Colton has been in the financial industry since December 18, 2019, and has experience with investment company products and variable contracts. Colton is registered to provide financial advice in North Carolina and South Carolina. Prior to joining Transamerica Retirement Advisors, LLC, Colton worked at Wells Fargo Clearing Services, LLC in Charlotte, NC.

Firm Information

Colton Clevenger 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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Colton Clevenger’s Registration & Firm History

NC

11/21/2024 - Present

Transamerica Retirement Advisors, LLC (Marshville NC)

NC

09/05/2019 - 06/18/2020

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 10/09/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/05/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Colton Ross Clevenger. Review regulatory record here.
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