Career
Brian Beitzel has been Treasurer of Transamerica Retirement Advisors since April 2025. Brian Beitzel is a control person of the firm and directly owns under 5% of it.
Transamerica Retirement Advisors, LLC is a Cedar Rapids, IA firm with $18.8B under management, 212,722 clients and 173 advisers across 174 offices, as of its March 2026 filing.
No adviser firm registrations are on Brian Beitzel’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 March 2018 |
| Series 27 | Financial and Operations Principal Examination | 13 September 2016 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Financial and Operations Principal Examination
Individual record
- Full name
- Brian Beitzel
- CRD
- 6183770
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Brian Beitzel work?
Brian Beitzel has been Treasurer of Transamerica Retirement Advisors, LLC since April 2025, and is a control person of the firm.
Does Brian Beitzel have a current investment-adviser registration?
Brian Beitzel has a current broker registration and no current investment-adviser registration.
What exams has Brian Beitzel passed?
Brian Beitzel has passed 3 licensing exams: the Series 27, Series 6 and Series 99TO. The earliest, the Series 27, was passed in September 2016. FINRA credited Brian Beitzel with the SIE, which began in October 2018.