AS
AS

Allen Michael Swenson

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
285 advisors
Number of Clients
212,858 clients
Average Client Portfolio
$76K average
Assets Under Management
$16.2B

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
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Location

Duluth, MN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Allen is a content creator for Jukinmedia, which markets and sells user-generated videos to advertisers. Allen receives passive income from a snowboarding video he made in 2018, requiring minimal time commitment.

Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
June 2018 - Present · 7 yrs 8 mos
Transamerica Investors Securities, LLC
April 2018 - Present · 7 yrs 10 mos
Transamerica Investors Securities, LLCBroker
April 2018 - Present · 7 yrs 10 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Allen Michael Swenson - Financial Advisor | TrueAdvisor