Martha Reynoso

TRANSAMERICA RETIREMENT ADVISORS

Tolleson, AZ

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CRD#: 6284130

Professional summary

Martha Reynoso is a registered financial advisor currently at TRANSAMERICA RETIREMENT ADVISORS, LLC located in Tolleson, Arizona and TRANSAMERICA INVESTORS SECURITIES, LLC located in Palm City, Florida.

Martha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Martha has worked at 11 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Martha Reynoso'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

April 7, 2021 - Present

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

Tolleson, AZ

Current

March 31, 2021 - Present

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

Palm City, FL

Past

August 6, 2020 - March 29, 2021

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

PHOENIX, AZ

Past

July 30, 2020 - March 29, 2021

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

PHOENIX, AZ

Past

June 8, 2020 - August 6, 2020

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

Phoenix, AZ

Past

September 9, 2019 - July 30, 2020

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

Phoenix, AZ

Past

September 9, 2019 - June 8, 2020

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

PHOENIX, AZ

Past

May 15, 2017 - June 4, 2019

ASSETMARK, INC.

RIA

CRD#: 109018

Phoenix, AZ

Past

May 12, 2017 - June 4, 2019

ASSETMARK BROKERAGE, LLC

CRD#: 169804

Phoenix, AZ

Past

September 13, 2016 - April 12, 2017

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

PHOENIX, AZ

Past

June 9, 2016 - April 12, 2017

CHARLES SCHWAB & CO., INC.

CRD#: 5393

PHOENIX, AZ

Past

July 31, 2014 - October 28, 2014

MML STRATEGIC DISTRIBUTORS, LLC

CRD#: 168638

Phoenix, AZ

Past

January 20, 2014 - August 1, 2014

MML DISTRIBUTORS, LLC

CRD#: 38030

PHOENIX, AZ

Past

January 20, 2014 - April 19, 2016

MML INVESTORS SERVICES, LLC

CRD#: 10409

PHOENIX, AZ

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

Arizona
(4/5/2021)

IAR

Arizona
(4/7/2021)

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: 9/12/2016

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: 7/1/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/18/2014

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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Martha Reynoso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martha Reynoso's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA INVESTORS SECURITIES, LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL ADVISORS, INC.

ASSETMARK, INC.

ASSETMARK BROKERAGE, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MML STRATEGIC DISTRIBUTORS, LLC

MML DISTRIBUTORS, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

TRANSAMERICA RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/12/2016

SIE

Date: 10/1/2018

Series 7

Date: 7/1/2015

Series 6

Date: 1/18/2014

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

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