Xiaodong Wu
Investment adviser representative at Transamerica Financial Advisors, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Resolution Life/security Life of Denver Insurance CompanyNov 2024 to now
- Vsp Vision CareNov 2024 to now
- Covered CaliforniaJun 2024 to now
- Garity AdvantageJan 2024 to now
- Massachusetts Health ConnectorOct 2023 to now
- International Medical Group, Inc.Jun 2023 to now
- Bavvy/millimanNov 2022 to now
- Principal Life Insurance CompanyJul 2020 to now
- Nationwide (nationwide Employee Benefits)Jan 2020 to now
- Hsa InsuranceJun 2019 to now
- Empower TeamSep 2018 to now
- Transamerica Financial Advisors, IncMay 2015 to now
- WfgiaNov 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6497087
- Firm CRD
- 16164