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KB

Kenneth R. Braden

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CRD#: 2708870
KB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kenneth Robert Braden, who also goes by Ken Braden, was a registered financial advisor .

Kenneth is a previously registered financial advisor and started their career in finance in 1996. Kenneth had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ken Braden

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 5, 2013 - January 8, 2015

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA
CRD#: 107319
WESTFILED, IN
Past

November 28, 2012 - January 8, 2015

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
HARRISON, NY
Past

November 23, 2010 - June 7, 2012

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
INDIANAPOLIS, IN
Past

November 23, 2010 - June 6, 2012

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
INDIANAPOLIS, IN
Past

March 26, 2007 - April 30, 2010

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
INDIANAPOLIS, IN
Past

March 22, 2007 - April 30, 2010

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
INDIANAPOLIS, IN
Past

June 29, 2006 - March 21, 2007

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
INDIANAPOLIS, IN
Past

May 15, 2006 - March 21, 2007

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
INDIANAPOLIS, IN
Past

October 17, 2005 - April 5, 2006

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
INDIANAPOLIS, IN
Past

October 14, 2005 - April 5, 2006

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

March 5, 2003 - October 14, 2005

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
FISHERS (INDIANAPOLIS), IN
Past

July 3, 1996 - October 14, 2005

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TR
TRANSAMERICA RETIREMENT ADVISORS, LLC
DIVERSIFIED INVESTMENT ADVISORS INC | TRANSAMERICA RETIREMENT ADVISORS, LLC | TRANSAMERICA RETIREMENT ADVISORS, INC. | DIVERSIFIED RETIREMENT CORPORATION | DIVERSIFIED INVESTMENT ADVISORS, INC.

CRD#: 107319 / SEC#: 801-42910

RIA
Registered Investment Advisory firm - (12/16/1992 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/26/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/24/1999
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


TR
TRANSAMERICA RETIREMENT ADVISORS, LLC
DIVERSIFIED INVESTMENT ADVISORS INC | TRANSAMERICA RETIREMENT ADVISORS, LLC | TRANSAMERICA RETIREMENT ADVISORS, INC. | DIVERSIFIED RETIREMENT CORPORATION | DIVERSIFIED INVESTMENT ADVISORS, INC.

CRD#: 107319 / SEC#: 801-42910

RIA
Registered Investment Advisory firm - (12/16/1992 Approved)
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Contact information


Main Address
6400 C Street Sw, Cedar Rapids, IA 52499
Mailing Address
Phone number
(866) 368-0566
Established
Firm type
Fiscal year end
# of Employees
383

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRANSAMERICA RETIREMENT ADVISORS, LLC THIRD PARTY MONEY MANAGERS BROCHURES (5/22/2025)

Regulatory assets under management


Total Number of Accounts212,836
AUM (Assets Under Management)$ 16,157,423,229

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/10/2025
Cover Page
10/25/2024
07/25/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TRANSAMERICA RETIREMENT ADVISORS, LLC

CRD#: 107319

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