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Kristin Markell Olson

Transamerica Retirement Advisors, LLC

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About Kristin Markell Olson

Kristin Olson is a financial advisor with Transamerica Retirement Advisors, LLC. Kristin is a licensed professional in 52 states and the District of Columbia. Kristin has experience with Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Prior to that, Kristin held positions with Ameriprise Financial Services, LLC and United Planners' Financial Services of America A Limited Partner. Kristin specializes in portfolio management for individuals, portfolio management for businesses and pension consulting.

Firm Information

Kristin Olson 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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Kristin Olson’s Registration & Firm History

MN

08/16/2023 - Present

Transamerica Retirement Advisors, LLC (St. Paul MN)

MN

08/31/2022 - 06/08/2023

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (MINNETONKA MN)

MN

10/02/2020 - 08/30/2022

AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/15/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristin Markell Olson.
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