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Lori Krall

Transamerica Capital, Inc.

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About Lori Krall

Lori Krall is a financial advisor with Transamerica Capital, Inc. located in Cedar Rapids, IA. Lori has been in the financial industry since December 16, 2018. Lori is registered with FINRA and the state of Iowa. Lori holds the Series 6, Series 63, Series 26 and SIE licenses.

Firm Information

Lori Krall is currently registered with Transamerica Capital, Inc.. Transamerica Capital, Inc. is a Corporation formed on March 14, 1977 and approved in 53 states and the SEC. The firm is registered to provide investment advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

140

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.

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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Lori Krall’s Registration & Firm History

IA

12/17/2018 - Present

Transamerica Capital, Inc. (Cedar Rapids IA)

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Licenses & Designations

BC

Issued 03/11/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lori Krall.
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