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John Walter Poff

Transamerica Retirement Advisors, LLC

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About John Walter Poff

John Walter Poff is a financial advisor with Transamerica Retirement Advisors, LLC, a company with over 334 registered representatives and assets under management of over $16 billion. John has over 9 years of experience in the financial services industry. John is registered to provide securities and investment advisory services in 52 states. John holds the Series 6, 63, and 65 licenses. John has been registered with the Securities and Exchange Commission (SEC) since 2017. John specializes in Retirement Planning, College Savings Plans, and Estate Planning.

Firm Information

John Poff 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 Poff’s Registration & Firm History

FL

09/25/2017 - Present

Transamerica Retirement Advisors, LLC (Largo FL)

FL

07/02/2012 - 12/05/2013

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 08/26/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/20/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Walter Poff. Review regulatory record here.
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