Gregory P. Dible

TRANSAMERICA RETIREMENT ADVISORS

Las Vegas, NV

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CRD#: 5280467

Professional summary

Gregory Patrick Dible, who also goes by Greg Dible, Gregory Dible, is a registered financial advisor currently at TRANSAMERICA RETIREMENT ADVISORS, LLC located in Las Vegas, Nevada and TRANSAMERICA INVESTORS SECURITIES, LLC located in Las Vegas, Nevada.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Gregory has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Dible | Gregory Dible

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.

Outside Employment; Blazing Paddles, LLC; Wilderness Guide - I'm involved with the planning and execution of wilderness tours in a national park.; ; 18000 US-93, , Boulder City, NV, 89005; Not Investment-Related; 01/01/2017; 1 to 9 hours per month; 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Patrick Dible's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

September 18, 2025 - Present

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

Las Vegas, NV

Current

September 18, 2025 - Present

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

Las Vegas, NV

Past

December 13, 2022 - July 29, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Las Vegas, NV

Past

December 6, 2022 - July 29, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Las Vegas, NV

Past

January 24, 2020 - December 31, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

East Palo Alto, CA

Past

January 24, 2020 - January 11, 2021

TD AMERITRADE, INC.

RIA

CRD#: 7870

Menlo Park, CA

Past

January 24, 2020 - January 11, 2021

TD AMERITRADE, INC.

CRD#: 7870

Menlo Park, CA

Past

March 5, 2019 - January 27, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SUNNYVALE, CA

Past

January 28, 2019 - December 23, 2019

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SUNNYVALE, CA

Past

August 11, 2017 - January 8, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Menlo Park, CA

Past

August 10, 2017 - January 8, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Menlo Park, CA

Past

July 11, 2017 - August 8, 2017

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SUNNYVALE, CA

Past

July 23, 2014 - December 6, 2016

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

Las Vegas, NV

Past

July 10, 2014 - December 6, 2016

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Las Vegas, NV

Past

August 13, 2013 - July 8, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

OVERLAND PARK, KS

Past

August 5, 2013 - July 8, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

OVERLAND PARK, KS

Past

September 2, 2008 - August 5, 2013

COMMERCE BROKERAGE SERVICES, INC.

RIA

CRD#: 17140

LENEXA, KS

Past

September 2, 2008 - August 5, 2013

COMMERCE BROKERAGE SERVICES, INC.

CRD#: 17140

LENEXA, KS

Past

December 1, 2007 - July 2, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LEAWOOD, KS

Past

October 4, 2007 - July 2, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LEAWOOD, KS

Past

January 31, 2007 - July 5, 2007

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

OVERLAND PARK, KS

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".

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(9/18/2025)

Alaska
(9/18/2025)

Arizona
(9/18/2025)

Arkansas
(9/18/2025)

California
(9/18/2025)

Colorado
(9/18/2025)

Connecticut
(9/18/2025)

Delaware
(9/18/2025)

District of Columbia
(9/18/2025)

Florida
(9/18/2025)

Georgia
(9/18/2025)

Hawaii
(9/18/2025)

Idaho
(9/18/2025)

Illinois
(9/18/2025)

Indiana
(9/18/2025)

Iowa
(9/18/2025)

Kansas
(9/18/2025)

Kentucky
(9/18/2025)

Louisiana
(9/18/2025)

Maine
(9/18/2025)

Maryland
(9/18/2025)

Massachusetts
(9/18/2025)

Michigan
(9/18/2025)

Minnesota
(9/18/2025)

Mississippi
(9/18/2025)

Missouri
(9/18/2025)

Montana
(9/18/2025)

Nebraska
(9/18/2025)

Nevada
(9/18/2025)

IAR

Nevada
(9/18/2025)

New Hampshire
(9/18/2025)

New Jersey
(9/18/2025)

New Mexico
(9/18/2025)

New York
(9/18/2025)

North Carolina
(9/18/2025)

North Dakota
(9/18/2025)

Ohio
(9/18/2025)

Oklahoma
(9/18/2025)

Oregon
(9/18/2025)

Pennsylvania
(9/18/2025)

Puerto Rico
(9/18/2025)

Rhode Island
(9/18/2025)

South Carolina
(9/18/2025)

South Dakota
(9/18/2025)

Tennessee
(9/18/2025)

Texas
(9/18/2025)

Utah
(9/18/2025)

Vermont
(9/18/2025)

Virginia
(9/18/2025)

Washington
(9/18/2025)

West Virginia
(9/18/2025)

Wisconsin
(9/18/2025)

Wyoming
(9/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/24/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/3/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/3/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/26/2007

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

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

TRANSAMERICA RETIREMENT ADVISORS, LLC TRANSAMERICA PERSONALIZED PORTFOLIOS BROCHURE (2/14/2025)

TRANSAMERICA RETIREMENT ADVISORS, LLC. DEFINED BENEFIT SERVICES BROCHURE (2/14/2025)

TRANSAMERICA RETIREMENT ADVISORS, LLC. MANAGED ADVICE SERVICES BROCHURE (2/14/2025)

Regulatory assets under management

Total Number of Accounts	212,836
AUM (Assets Under Management)	$ 16,157,423,229

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/10/2025	Cover Page	Report
10/25/2024	Cover Page	Report
07/25/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Gregory P. Dible

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Patrick Dible's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA INVESTORS SECURITIES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

FIDELITY BROKERAGE SERVICES LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

COMMERCE BROKERAGE SERVICES, INC.

COMMERCE BROKERAGE SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

TRANSAMERICA RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/24/2007

Series 63

Date: 2/3/2007

SIE

Date: 10/1/2018

Series 7

Date: 10/3/2007

Series 6

Date: 1/26/2007

FINRA

Current Firm

TRANSAMERICA RETIREMENT ADVISORS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRANSAMERICA RETIREMENT ADVISORS, LLC

TRUST BUT VERIFY

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