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Stephen Labarre

Transamerica Retirement Advisors, LLC

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About Stephen Labarre

Stephen Labarre is a financial professional with over 8 years of experience in the financial services industry. Stephen is currently registered as a Registered Representative with Transamerica Retirement Advisors, LLC, based in Columbus, OH. Previously, Stephen held positions with Mutual of America Securities LLC, The Huntington Investment Company, Mutual of Omaha Investor Services, Inc., NYLIFE Securities LLC, and PRUCO Securities, LLC. Stephen is a Series 6, Series 63, and Series 65 licensed professional. Stephen specializes in providing financial and investment advice to individuals, businesses, and pension and profit-sharing plans.

Firm Information

Stephen Labarre 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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Stephen Labarre’s Registration & Firm History

OH

08/15/2024 - Present

Transamerica Retirement Advisors, LLC (Columbus OH)

OH

03/27/2023 - 08/08/2024

MUTUAL OF AMERICA SECURITIES LLC (Columbus OH)

OH

10/16/2020 - 03/21/2023

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

OH

03/28/2019 - 09/03/2020

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (COLUMBUS OH)

OH

12/20/2016 - 04/02/2019

NYLIFE SECURITIES LLC (DUBLIN OH)

OH

10/29/2015 - 12/07/2016

PRUCO SECURITIES, LLC. (COLUMBUS OH)

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Licenses & Designations

BC

Issued 11/30/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/30/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Labarre.
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