Zheng Qu
Investment adviser representative at Transamerica Financial Advisors, LLC
19 yearsExperience
2 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
19 years in the industry.
- Insubuy.comSep 2026 to now
- Kyros.aiMar 2023 to now
- Evolve Space LLCJul 2020 to now
- Universal Philosophy CorpMay 2020 to now
- Rental PropertyMay 2012 to now
- Transamerica Financial Advisors, LLCJan 2012 to now
- WfgiaJan 2007 to now
- Primary HouseFeb 2020 to Feb 2021
- Jql Financial LLCApr 2017 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, NJ).
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
- 5301314
- Firm CRD
- 16164