Jeffrey Strittmatter

TRANSAMERICA RETIREMENT ADVISORS

Camas, WA

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CRD#: 5598878

Professional summary

Jeffrey Strittmatter, AIF®, who also goes by Jeffrey Michael Strittmatter, Jeffrey Strittmatter, is a registered financial advisor currently at TRANSAMERICA RETIREMENT ADVISORS, LLC located in Camas, Washington and TRANSAMERICA INVESTORS SECURITIES, LLC located in Cherry Hills Village, Colorado.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jeffrey has worked at 17 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Michael Strittmatter | Jeffrey Strittmatter

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 Jeffrey Strittmatter'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

August 16, 2022 - Present

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

Camas, WA

Current

August 11, 2022 - Present

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

Cherry Hills Village, CO

Past

March 22, 2021 - August 8, 2022

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

CRD#: 21771

SEATTLE, WA

Past

November 20, 2018 - November 18, 2020

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

Camas, WA

Past

November 20, 2018 - November 18, 2020

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

May 4, 2016 - November 7, 2018

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

FRIENDSWOOD, TX

Past

May 4, 2016 - November 7, 2018

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

FRIENDSWOOD, TX

Past

February 16, 2016 - May 2, 2016

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA

CRD#: 110476

Houston, TX

Past

February 12, 2016 - May 2, 2016

BBVA SECURITIES INC.

CRD#: 27060

HOUSTON, TX

Past

August 18, 2015 - February 2, 2016

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

ALVIN, TX

Past

August 18, 2015 - February 2, 2016

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ALVIN, TX

Past

January 28, 2015 - August 18, 2015

CAPITAL ONE ADVISORS, LLC

RIA

CRD#: 136865

SEATTLE, WA

Past

January 2, 2015 - August 18, 2015

CAPITAL ONE INVESTING, LLC

CRD#: 45744

Houston, TX

Past

May 15, 2013 - January 28, 2015

CAPITAL ONE FINANCIAL ADVISORS LLC

RIA

CRD#: 127236

HOUSTON, TX

Past

May 15, 2013 - January 2, 2015

CAPITAL ONE INVESTMENT SERVICES LLC

CRD#: 25658

HOUSTON, TX

Past

October 1, 2012 - May 22, 2013

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

HOUSTON, TX

Past

October 1, 2012 - May 22, 2013

J.P. MORGAN SECURITIES LLC

CRD#: 79

HOUSTON, TX

Past

February 26, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

HOUSTON, TX

Past

February 26, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

HOUSTON, TX

Past

June 29, 2009 - October 29, 2009

WADDELL & REED

RIA

CRD#: 866

HOUSTON, TX

Past

June 29, 2009 - October 29, 2009

WADDELL & REED

CRD#: 866

HOUSTON, TX

Past

November 24, 2008 - June 29, 2009

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

HOUSTON, TX

Past

November 10, 2008 - June 29, 2009

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

HOUSTON, 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".

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

Alaska
(8/11/2022)

Oregon
(8/11/2022)

Washington
(8/11/2022)

IAR

Washington
(8/16/2022)

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: 11/20/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/7/2008

General Securities 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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Firm Stability Insights

Jeffrey Strittmatter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Strittmatter's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA INVESTORS SECURITIES, LLC

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

PNC MANAGED ACCOUNT SOLUTIONS, INC.

BBVA SECURITIES INC.

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

CAPITAL ONE ADVISORS, LLC

CAPITAL ONE INVESTING, LLC

CAPITAL ONE FINANCIAL ADVISORS LLC

CAPITAL ONE INVESTMENT SERVICES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

WADDELL & REED

WADDELL & REED

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

Primary Firm SEC Registration

TRANSAMERICA RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/20/2008

SIE

Date: 10/1/2018

Series 7

Date: 11/7/2008

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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