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Taylor David Winbush

Transamerica Retirement Advisors, LLC

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About Taylor David Winbush

Taylor Winbush is a financial advisor with Transamerica Retirement Advisors, LLC. Taylor has been in the financial services industry for over 8 years. Taylor holds Series 7 and Series 66 securities licenses, along with a Series 65 investment advisor license. Taylor specializes in retirement planning, insurance and investment strategies. Taylor is registered with the state of Minnesota.

Firm Information

Taylor Winbush 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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Taylor Winbush’s Registration & Firm History

MN

06/14/2022 - Present

Transamerica Retirement Advisors, LLC (Minneapolis MN)

MN

01/29/2021 - 03/30/2022

MML INVESTORS SERVICES, LLC (Plymouth MN)

MN

12/01/2017 - 01/19/2021

ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

MN

01/22/2016 - 11/21/2017

FIDELITY BROKERAGE SERVICES LLC (EDINA MN)

MN

09/17/2014 - 01/15/2016

AXA ADVISORS, LLC (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 05/19/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/13/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Taylor David Winbush.
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