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Matthew David Leeke

Transamerica Retirement Advisors, LLC

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About Matthew David Leeke

Matthew David Leeke is a financial advisor at Transamerica Retirement Advisors, LLC. Matthew has been a financial advisor since September 22, 2012. Matthew has been registered with Transamerica Retirement Advisors, LLC since May 11, 2015. Matthew has been registered with the state of Colorado since May 11, 2015. Matthew has a Series 66 license and a Series 26 license. Matthew has worked at BAM Advisory Group, AXA Advisors, LLC, Transamerica Investors Securities Corporation, and Transamerica Retirement Solutions.

Firm Information

Matthew Leeke 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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Matthew Leeke’s Registration & Firm History

CO

05/11/2015 - Present

Transamerica Retirement Advisors, LLC (Denver CO)

CO

09/17/2012 - 05/04/2015

AXA ADVISORS, LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 11/05/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew David Leeke.
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