linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tammy Lynn Engel

Transamerica Retirement Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tammy? Claim Your Profile

About Tammy Lynn Engel

Tammy Engel is a registered investment advisor with Transamerica Retirement Advisors, LLC. Tammy has been in the financial services industry for 7 years, starting their career in 2017. Tammy is licensed to provide investment advice in 52 states and the District of Columbia. Tammy is also a registered representative with Transamerica Investors Securities Corporation. Tammy has a Series 63, Series 65, and Series 6TO securities license. Tammy specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Tammy Engel 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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tammy Engel’s Registration & Firm History

FL

01/24/2024 - Present

Transamerica Retirement Advisors, LLC (St. Petersburg FL)

Not sure if Tammy Lynn Engel is right for you?

Licenses & Designations

IA

Issued 12/29/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/02/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tammy Lynn Engel.
Not sure if Tammy Lynn Engel is right for you?