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JB

Jaclynn K. Bannister

TRANSAMERICA RETIREMENT ADVISORS
Waukee, IA
Some features on this profile are disabled
CRD#: 5304299
JB
Jaclynn Kay BannisterTRANSAMERICA RETIREMENT ADVISORS

Professional summary

Jaclynn Kay Bannister, who also goes by Jaclynn Kuennen, Jaclynn Kay Rittenhouse, Jaclynn Rittenhouse, is a registered financial advisor currently at TRANSAMERICA RETIREMENT ADVISORS, LLC located in Waukee, Iowa and TRANSAMERICA INVESTORS SECURITIES, LLC located in Davenport,, Florida.

Jaclynn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jaclynn has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Aliases

Jaclynn Kuennen | Jaclynn Kay Rittenhouse | Jaclynn Rittenhouse

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) - RIA

Click below to view Jaclynn Kay Bannister'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

July 14, 2026 - Present

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA
CRD#: 107319
Waukee, IA
Current

July 14, 2026 - Present

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
Davenport,, FL
Past

July 5, 2024 - January 7, 2026

PRINCIPAL ADVISED SERVICES

RIA
CRD#: 297324
WAUKEE, IA
Past

March 28, 2024 - January 7, 2026

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

August 29, 2012 - October 27, 2023

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
CLIVE, IA
Past

June 1, 2012 - August 28, 2012

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
DES MOINES, IA
Past

June 29, 2010 - May 22, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
WEST DES MOINES, IA

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.

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

RR
Alabama
(7/14/2026)
RR
Alaska
(7/14/2026)
RR
Arizona
(7/14/2026)
RR
Arkansas
(7/14/2026)
RR
California
(7/14/2026)
RR
Colorado
(7/14/2026)
RR
Connecticut
(7/14/2026)
RR
Delaware
(7/14/2026)
RR
District of Columbia
(7/14/2026)
RR
Florida
(7/14/2026)
RR
Georgia
(7/14/2026)
RR
Hawaii
(7/14/2026)
RR
Idaho
(7/14/2026)
RR
Illinois
(7/14/2026)
RR
Indiana
(7/14/2026)
RR
Iowa
(7/14/2026)
IAR
Iowa
(7/14/2026)
RR
Kansas
(7/14/2026)
RR
Kentucky
(7/14/2026)
RR
Louisiana
(7/14/2026)
RR
Maine
(7/14/2026)
RR
Maryland
(7/14/2026)
RR
Massachusetts
(7/14/2026)
RR
Michigan
(7/14/2026)
RR
Minnesota
(7/14/2026)
RR
Mississippi
(7/14/2026)
RR
Missouri
(7/14/2026)
RR
Montana
(7/14/2026)
RR
Nebraska
(7/14/2026)
RR
Nevada
(7/14/2026)
RR
New Hampshire
(7/14/2026)
RR
New Jersey
(7/14/2026)
RR
New Mexico
(7/14/2026)
RR
New York
(7/14/2026)
RR
North Carolina
(7/14/2026)
RR
North Dakota
(7/14/2026)
RR
Ohio
(7/14/2026)
RR
Oklahoma
(7/14/2026)
RR
Oregon
(7/14/2026)
RR
Pennsylvania
(7/14/2026)
RR
Puerto Rico
(7/14/2026)
RR
Rhode Island
(7/14/2026)
RR
South Carolina
(7/14/2026)
RR
South Dakota
(7/14/2026)
RR
Tennessee
(7/14/2026)
RR
Texas
(7/14/2026)
RR
Utah
(7/14/2026)
RR
Vermont
(7/14/2026)
RR
Virginia
(7/14/2026)
RR
Washington
(7/14/2026)
RR
West Virginia
(7/14/2026)
RR
Wisconsin
(7/14/2026)
RR
Wyoming
(7/14/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/5/2024
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/15/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/28/2010
General Securities Representative Examination
SRO Registrations
RR
FINRA

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)

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 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
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.

Company Information

TRANSAMERICA RETIREMENT ADVISORS, LLC

CRD#: 107319Waukee, IA

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