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Kelli Jo Robbins

Transamerica Retirement Advisors, LLC

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About Kelli Jo Robbins

Kelli Jo Robbins is a financial advisor with Transamerica Retirement Advisors, LLC. Kelli Jo Robbins is a registered representative and investment advisor representative with the firm. Kelli Jo Robbins has been in the financial services industry since May 2019. Kelli Jo Robbins has a Series 63 license and a Series 65 license. Kelli Jo Robbins also holds a Series 26 license. Kelli Jo Robbins is registered with the state of Florida. Kelli Jo Robbins is also registered with the state of Florida as an Investment Advisor Representative.

Firm Information

Kelli Robbins 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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Kelli Robbins’s Registration & Firm History

FL

12/20/2019 - Present

Transamerica Retirement Advisors, LLC (New Port Richey FL)

OH

01/18/2019 - 06/07/2019

PROEQUITIES, INC. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 12/10/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/18/2019

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

BC

Issued 11/30/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kelli Jo Robbins. Review regulatory record here.
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