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Joshua Rundle

TRANSAMERICA RETIREMENT ADVISORS, LLC·CEDAR RAPIDS, Iowa
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6400 C STREET SW, CEDAR RAPIDS, IA 52499CRD# 7634500Firm CRD# 107319
01

About

Joshua Rundle is a registered financial advisor based in CEDAR RAPIDS, Iowa, affiliated with TRANSAMERICA RETIREMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TRANSAMERICA RETIREMENT ADVISORS, LLC
TRANSAMERICA RETIREMENT ADVISORS, LLC
AUM
$12.7B
Regulatory assets under management
Employees
333
Total firm employees
View all advisors at TRANSAMERICA RETIREMENT ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7634500
Firm CRD# 107319
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua Rundle offer?
Joshua Rundle specializes in Investment Management, Wealth Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.
What are Joshua Rundle's credentials?
Joshua Rundle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Rundle located?
Joshua Rundle is based in CEDAR RAPIDS, Iowa, working with TRANSAMERICA RETIREMENT ADVISORS, LLC. Their office serves clients in the CEDAR RAPIDS metropolitan area and surrounding communities.
How does Joshua Rundle charge for services?
Joshua Rundle's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRANSAMERICA RETIREMENT ADVISORS, LLC?
TRANSAMERICA RETIREMENT ADVISORS, LLC has approximately 333 employees and manages $12.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
DES MOINES GuideWEST DES MOINES GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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