Brett Kahnert

TRANSAMERICA RETIREMENT ADVISORS

St. Paul, MN

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CRD#: 5868137

Professional summary

Brett Kahnert, who also goes by Brett Robert Kahnert, is a registered financial advisor currently at TRANSAMERICA RETIREMENT ADVISORS, LLC located in St. Paul, Minnesota and TRANSAMERICA INVESTORS SECURITIES, LLC located in Rogers, Minnesota.

Brett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Brett has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brett Robert Kahnert

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 Brett Kahnert'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

November 15, 2017 - Present

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

St. Paul, MN

Current

November 15, 2017 - Present

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

Rogers, MN

Past

March 25, 2017 - November 8, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

MINNETONKA, MN

Past

March 25, 2017 - November 8, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

MINNETONKA, MN

Past

October 13, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

MINNETONKA, MN

Past

October 12, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

MINNETONKA, MN

Past

July 28, 2014 - October 12, 2016

WADDELL & REED

RIA

CRD#: 866

PLYMOUTH, MN

Past

July 28, 2014 - October 12, 2016

WADDELL & REED

CRD#: 866

PLYMOUTH, MN

Past

February 3, 2014 - August 1, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MINNEAPOLIS, MN

Past

July 20, 2011 - August 1, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

March 22, 2011 - June 17, 2011

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

EDINA, MN

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
(11/15/2017)

Alaska
(11/15/2017)

Arizona
(11/15/2017)

Arkansas
(11/15/2017)

California
(11/15/2017)

Colorado
(11/15/2017)

Connecticut
(11/15/2017)

Delaware
(11/15/2017)

District of Columbia
(11/15/2017)

Florida
(11/15/2017)

Georgia
(11/15/2017)

Hawaii
(11/15/2017)

Idaho
(11/15/2017)

Illinois
(11/15/2017)

Indiana
(11/15/2017)

Iowa
(11/15/2017)

Kansas
(11/15/2017)

Kentucky
(11/15/2017)

Louisiana
(11/15/2017)

Maine
(11/15/2017)

Maryland
(11/15/2017)

Massachusetts
(11/15/2017)

Michigan
(11/15/2017)

Minnesota
(11/15/2017)

IAR

Minnesota
(11/15/2017)

Mississippi
(11/15/2017)

Missouri
(11/15/2017)

Montana
(11/15/2017)

Nebraska
(11/15/2017)

Nevada
(11/15/2017)

New Hampshire
(11/15/2017)

New Jersey
(11/15/2017)

New Mexico
(11/15/2017)

New York
(11/15/2017)

North Carolina
(11/16/2017)

North Dakota
(11/15/2017)

Ohio
(11/15/2017)

Oklahoma
(11/15/2017)

Oregon
(11/15/2017)

Pennsylvania
(11/15/2017)

Puerto Rico
(11/15/2017)

Rhode Island
(11/15/2017)

South Carolina
(11/15/2017)

South Dakota
(11/15/2017)

Tennessee
(11/15/2017)

Texas
(11/15/2017)

Utah
(11/15/2017)

Vermont
(11/15/2017)

Virginia
(11/15/2017)

Washington
(11/15/2017)

West Virginia
(11/15/2017)

Wisconsin
(11/15/2017)

Wyoming
(11/15/2017)

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: 8/12/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/3/2011

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: 3/21/2011

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

Brett Kahnert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Kahnert's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA INVESTORS SECURITIES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

WADDELL & REED

WADDELL & REED

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

TRANSAMERICA RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/12/2014

Series 63

Date: 8/3/2011

SIE

Date: 10/1/2018

Series 7

Date: 3/21/2011

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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