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Peter Jacob Hunter-hanson

Transamerica Retirement Advisors, LLC

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About Peter Jacob Hunter-hanson

Peter Hunter-hanson is a financial advisor at Transamerica Retirement Advisors, LLC. Peter has been in the financial services industry since 2008 and has a Series 7, Series 24, Series 31 and Series 66 license. Peter has experience working with various clients, including individuals and businesses. Peter specializes in providing financial planning, portfolio management, and pension consulting services.

Firm Information

Peter Hunter-hanson 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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Peter Hunter-hanson’s Registration & Firm History

MN

07/10/2018 - Present

Transamerica Retirement Advisors, LLC (Minneapolis MN)

MN

03/01/2016 - 05/31/2018

WADDELL & REED (BLOOMINGTON MN)

MN

04/23/2012 - 03/02/2016

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

05/17/2011 - 03/08/2012

MORGAN STANLEY SMITH BARNEY (BLOOMINGTON MN)

MN

05/26/2008 - 02/23/2011

THRIVENT INVESTMENT MANAGEMENT INC. (EDINA MN)

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Licenses & Designations

BOTH

Issued 06/23/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/30/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 05/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Jacob Hunter-hanson.
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