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Upasana Khandelwal

Transamerica Retirement Advisors, LLC

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About Upasana Khandelwal

Upasana Khandelwal is an investment advisor representative with Transamerica Retirement Advisors, LLC. Upasana has been working in the financial services industry since 2019. Upasana is registered in 53 states and the District of Columbia, and holds Series 63, Series 65, and Series 7 licenses. Upasana is a dedicated professional with a passion for helping clients achieve their financial goals.

Firm Information

Upasana Khandelwal 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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Upasana Khandelwal’s Registration & Firm History

MN

12/15/2021 - Present

Transamerica Retirement Advisors, LLC (Shakopee MN)

MN

10/04/2019 - 12/08/2021

WELLS FARGO CLEARING SERVICES, LLC (CHANHASSEN MN)

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Licenses & Designations

IA

Issued 12/17/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/14/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/04/2019

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

BC

Issued 09/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Upasana Khandelwal.
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