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Crystal Lorraine Kelly

Transamerica Retirement Advisors, LLC

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About Crystal Lorraine Kelly

Crystal Lorraine Kelly is a financial advisor registered with Transamerica Retirement Advisors, LLC in Eagan, MN. Crystal has been in the financial services industry since January 24, 2015. Crystal holds the Series 6, Series 63, Series 26, and Series 65 licenses. Crystal is registered with the state of Minnesota to provide investment advisory services. Crystal specializes in retirement planning, investment management, and portfolio management services. Crystal has experience working with individuals and families.

Firm Information

Crystal Kelly 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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Crystal Kelly’s Registration & Firm History

MN

08/24/2022 - Present

Transamerica Retirement Advisors, LLC (Eagan MN)

FL

12/12/2013 - 12/31/2016

TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 03/23/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/2019

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Crystal Lorraine Kelly. Review regulatory record here.
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