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Gage P Gustafson

Transamerica Retirement Advisors, LLC

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About Gage P Gustafson

Gage P. Gustafson is an investment advisor representative registered with Transamerica Retirement Advisors, LLC in Inver Grove, MN. Gage has been in the financial services industry since 2017. Gage currently holds Series 6, 63, 66 and 7 licenses, as well as the SIE Exam. Gage has been registered in 52 states for broker-dealer activities and 1 state for investment advisor activities. Gage's previous experience includes Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, and Transamerica Investors Securities Corporation.

Firm Information

Gage Gustafson 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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Gage Gustafson’s Registration & Firm History

MN

08/06/2019 - Present

Transamerica Retirement Advisors, LLC (Inver Grove MN)

MN

07/31/2017 - 05/15/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MENDOTA HTS MN)

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Licenses & Designations

BOTH

Issued 08/06/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gage P Gustafson.
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