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Michael James Cimarik

Transamerica Retirement Advisors, LLC

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About Michael James Cimarik

Michael Cimarik is a financial advisor registered in 51 states and the District of Columbia. Michael Cimarik is also registered as an Investment Advisor Representative in Florida. Michael Cimarik is associated with Transamerica Retirement Advisors, LLC. He has been in the industry since 1996. Michael Cimarik has experience with Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Franklin Templeton Financial Services Corp., and Franklin/Templeton Distributors, Inc. Michael Cimarik has the following licenses: Series 6, Series 7, Series 63, Series 65 and SIE. Michael Cimarik's specializations are: retirement planning, college savings, estate planning, and insurance.

Firm Information

Michael Cimarik 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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Michael Cimarik’s Registration & Firm History

FL

09/17/2021 - Present

Transamerica Retirement Advisors, LLC (Clearwater FL)

FL

03/12/2020 - 10/12/2020

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)

FL

06/27/2002 - 10/08/2020

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

IA

05/22/2001 - 03/19/2002

SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)

CA

09/01/1994 - 03/07/2001

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

IA

Issued 08/06/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2003

Series 7 - General Securities Representative Examination

BC

Issued 08/31/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael James Cimarik.
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