Peter J. Hunter-hanson
Professional summary
Peter Jacob Hunter-hanson, who also goes by Peter Jacob Hanson, Peter J Hunter Hanson, Peter J Hunter-hanson, Peter Jacob Hunter-hanson, is a registered financial advisor currently at TRANSAMERICA RETIREMENT ADVISORS, LLC located in Minneapolis, Minnesota and TRANSAMERICA INVESTORS SECURITIES, LLC located in Minneapolis, Minnesota.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Peter has worked at 6 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter Jacob Hunter-hanson's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 10, 2018 - Present
TRANSAMERICA RETIREMENT ADVISORS, LLC
July 10, 2018 - Present
TRANSAMERICA INVESTORS SECURITIES, LLC
March 1, 2016 - May 31, 2018
WADDELL & REED
March 1, 2016 - May 31, 2018
WADDELL & REED
December 23, 2013 - March 2, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
April 23, 2012 - March 2, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
June 27, 2011 - March 8, 2012
MORGAN STANLEY
May 17, 2011 - March 8, 2012
MORGAN STANLEY
May 26, 2008 - February 23, 2011
THRIVENT INVESTMENT MANAGEMENT INC.
Primary Firm SEC Registration
TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD#: 107319 / SEC#: 801-42910
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
Current Firm
TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD#: 107319 / SEC#: 801-42910
Contact information
SEC notice filing (53 States and Territories)
Documents
Part 2 Brochures
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 | ||
| 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.
