Dan Min Wang
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
3 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Dream Builder FinancialAug 2022 to now
- Silicon Valley Enterprise, Inc.Sep 2017 to now
- Transamerica Financial Advisors, LLCJan 2012 to now
- Matrix Insurance AgencyJan 2007 to now
- WfgiaJun 2001 to now
- Wfg DirectAug 2021 to Dec 2025
- Legacyshield Solutions, Inc.Apr 2021 to Sep 2025
- Ming-chuan Alumni AssociationJul 2012 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (CA, NJ, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3089039
- Firm CRD
- 16164