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Devin Arthur Nelson rehberg

Transamerica Retirement Advisors, LLC

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About Devin Arthur Nelson rehberg

Devin Arthur Nelson rehberg is a registered representative of Transamerica Retirement Advisors, LLC, a firm with a focus on retirement planning and investment solutions. Devin has been in the financial services industry since 2014 and has extensive experience in providing investment advice to individuals and businesses. Devin is a licensed broker-dealer and investment advisor representative in the state of New Mexico and holds Series 7, 26, and 66 licenses. Devin is also registered in numerous states across the country. With a diverse range of expertise, Devin is dedicated to helping clients achieve their financial goals.

Firm Information

Devin Nelson rehberg 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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Devin Nelson rehberg’s Registration & Firm History

NM

10/08/2020 - Present

Transamerica Retirement Advisors, LLC (Santa Fe NM)

NM

02/18/2015 - 08/19/2015

EDWARD JONES (LAS CRUCES NM)

TX

05/03/2014 - 12/11/2014

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 06/02/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/20/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Devin Arthur Nelson rehberg.
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