linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joshua Thomas Sheets

Transamerica Retirement Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joshua? Claim Your Profile

About Joshua Thomas Sheets

Joshua Sheets is a financial advisor with Transamerica Retirement Advisors, LLC in Saint Cloud, MN. Joshua has been in the financial services industry since 2008 and has a broad range of experience serving clients across the country. Joshua is registered with FINRA and the Securities and Exchange Commission and holds a Series 63, Series 66, Series 7 and SIE license. Prior to joining Transamerica Retirement Advisors, LLC, Joshua was with LPL FINANCIAL LLC and Ameriprise Financial Services, INC.

Firm Information

Joshua Sheets 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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joshua Sheets’s Registration & Firm History

MN

09/08/2016 - Present

Transamerica Retirement Advisors, LLC (Saint Cloud MN)

MN

09/13/2013 - 08/22/2016

LPL FINANCIAL LLC (SAUK RAPIDS MN)

MN

12/18/2007 - 09/18/2013

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

Not sure if Joshua Thomas Sheets is right for you?

Licenses & Designations

BOTH

Issued 03/13/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/27/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Joshua Thomas Sheets. Review regulatory record here.
Not sure if Joshua Thomas Sheets is right for you?