Wei Wang
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.
- Good Driver ClumJun 2026 to now
- Care Rise UnionJan 2025 to now
- Smart Insurance By Solomon Agency LLCApr 2023 to now
- Ap Benefit Agentlink LLCOct 2022 to now
- HealthshepraJan 2021 to now
- Gs National InsuranceSep 2020 to now
- Insubuy, Inc.Aug 2020 to now
- Transamerica Financial Advisors, IncSep 2018 to now
- Insurance Marketing CenterNov 2017 to now
- International Medical Group, IncNov 2017 to now
- World Financial Group, Inc.Apr 2017 to now
- Aetna Inc.Nov 2019 to Jan 2026
- Advocate Health LLCJul 2019 to Nov 2019
- Cuisine Solutions IncApr 2018 to Jan 2019
- HomemakerApr 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7041625
- Firm CRD
- 16164