Unclaimed Profile

Joshua Rundle

TRANSAMERICA RETIREMENT ADVISORS, LLC·CEDAR RAPIDS, Iowa

TRANSAMERICA RETIREMENT ADVISORS, LLC

6400 C STREET SW, CEDAR RAPIDS, IA 52499CRD# 7634500Firm CRD# 107319

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua Rundle · CEDAR RAPIDS, IA

Registration

CRD #7634500 · TRANSAMERICA RETIREMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7634500

Firm CRD# 107319

View on FINRA BrokerCheck →

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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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