Stephanie Wenqi Zheng
Investment adviser representative at Transamerica Financial Advisors, LLC
13 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
13 years in the industry.
- American Senior ResourcesSep 2024 to now
- Hanlin Moss YiApr 2022 to now
- Bridlewood Insurance Services, IncNov 2021 to now
- Transamerica Financial Advisors, IncMar 2021 to now
- World Financial Group, Inc.May 2019 to now
- Jackson HewittJan 2022 to Jan 2022
- Blue GemNov 2018 to Jan 2022
- IchsJul 2013 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7055865
- Firm CRD
- 16164