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John Antonio Erickson

Transamerica Retirement Advisors, LLC

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About John Antonio Erickson

John Antonio Erickson is a registered investment advisor representative with Transamerica Retirement Advisors, LLC. John Antonio Erickson is a financial professional with a focus on providing investment advice to individuals and businesses. John Antonio Erickson has been in the industry for over 2 years and is registered in 52 states. John Antonio Erickson has a wide range of experience in the financial services industry, including experience at Charles Schwab & Co., Inc. John Antonio Erickson is committed to providing personalized financial planning and investment advice to help individuals and businesses achieve their financial goals.

Firm Information

John Erickson 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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John Erickson’s Registration & Firm History

AZ

05/16/2023 - Present

Transamerica Retirement Advisors, LLC (Phoenix AZ)

AZ

11/29/2021 - 04/22/2022

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

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Licenses & Designations

IA

Issued 05/16/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Antonio Erickson.
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