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David Carl Preuss

Transamerica Retirement Advisors, LLC

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About David Carl Preuss

David Preuss is a financial advisor with over 20 years of experience in the industry. David is currently registered with Transamerica Retirement Advisors, LLC and is a registered investment advisor in Georgia. David holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. David specializes in providing financial advice to individuals and businesses. David holds the designation of a Chartered Financial Consultant. David also has experience working with pension consulting and providing educational seminars.

Firm Information

David Preuss 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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David Preuss’s Registration & Firm History

GA

08/05/2015 - Present

Transamerica Retirement Advisors, LLC (Marietta GA)

NC

12/13/2011 - 08/22/2013

FIRST ALLIED SECURITIES, INC. (CARY NC)

NY

11/08/2000 - 03/08/2011

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/01/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Carl Preuss.
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