Li-wei Tseng
Investment adviser representative at Transamerica Financial Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$2.1BFirm assets
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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.
- Transamerica Financial Advisors, IncApr 2025 to now
- World Financial Group, Inc.Aug 2023 to now
- WisetackSep 2021 to now
- Enzo WealthSep 2020 to Jul 2021
- MicrosoftNov 2017 to Sep 2020
- UnemployedJun 2017 to Nov 2017
- StudentSep 2013 to Jun 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8081089
- Firm CRD
- 16164