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Manager · Transamerica Retirement Advisors, LLC

Gregg W. Holgate

CRD 2818725 · Named on Form ADV at one SEC-registered adviser

At a glance

Transamerica Retirement Advisors, LLC, an SEC-registered wealth manager based in Cedar Rapids, IA with $18.8 billion in regulatory assets, lists Gregg W. Holgate on its Form ADV as Manager, a control person.

Firms and roles

AtlasMembers

Gregg’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jay A. HewittVice President and Manager, Transamerica Retirement Advisors, LLC
  • Mark J. PowersVice President and Chief Compliance Officer, Transamerica Retirement Advisors, LLC
  • Jason S. FrainPresident and Manager, Transamerica Retirement Advisors, LLC
  • Brian BeitzelTreasurer, Transamerica Retirement Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregg’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.