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Samuel Aloysius Ternes

Transamerica Retirement Advisors, LLC

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About Samuel Aloysius Ternes

Samuel Aloysius Ternes is an investment advisor representative with Transamerica Retirement Advisors, LLC. Samuel is currently registered with the state of Minnesota. Samuel has been in the securities industry since January 2010. Before joining Transamerica Retirement Advisors, Samuel was employed by Ameriprise Financial Services, Inc. Samuel is a Series 63 and 66 licensed professional. Samuel specializes in retirement planning, 401k and 403b plans, individual retirement accounts, and other retirement planning options. Samuel is dedicated to helping clients achieve their financial goals.

Firm Information

Samuel Ternes 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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Samuel Ternes’s Registration & Firm History

MN

08/02/2016 - Present

Transamerica Retirement Advisors, LLC (PRIOR LAKE MN)

MN

01/20/2010 - 07/26/2016

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/24/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/11/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Aloysius Ternes.
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