Travis Bretoi

Financial advisor at Transamerica Retirement Advisors, LLC · St.paul, MN

Last updated 2026-10-10

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Travis Bretoi is a financial advisor at Transamerica Retirement Advisors, LLC in St.paul, MN, CRD 6797634. Licenses and exams on the registration: Series 63, Series 66. First registered 2017-10-24.

Registration

CRD number
6797634
Registration status
Active
First registered
2017-10-24
Years of experience
13
States registered
MN

Licenses and exams

  • Series 63
  • Series 66

Designations

  • Certified Financial Planner

Work history

  • 2017-05 to 2020-01 · TD Ameritrade · Omaha, NE
  • 2013-09 to 2017-05 · University of Wisconsin- River Falls · River Falls, WI
  • 2020-02 to Present · Transamerica Life Insurance Company · St. Paul, MN
  • 2020-01 to Present · Transamerica Investors Securities Corporation · St. Paul, MN

Current employment

SEC IAPD record for Travis Bretoi

Transamerica Retirement Advisors, LLC

Regulatory AUM
$18,827,476,086
Registered advisors
303
Offices
254
Clients per advisor
702.1 (Very high)
Average AUM per client
$88.5K (Low)
High-net-worth client ratio
0.0% (Low)

Transamerica Retirement Advisors, LLC: advisors, services and reported ETF investments

What this firm offers

Filed by Transamerica Retirement Advisors, LLC on Form ADV.

Client services

  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Trust Company
  • Insurance Company or Agency
  • Real Estate Broker or Dealer
  • Sponsor or GP of Pooled Investment Vehicl

Location

St.paul, MN

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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