Hao 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.
- Transamerica Financial Advisors, LLCMar 2026 to now
- Sine Draco Avaiation TechnologyMay 2025 to now
- World Financial Group Insurance AgencyMay 2024 to now
- Chinese Institute of Engineers (seattle Chapter)Jan 2021 to now
- UnemployedJan 2025 to May 2025
- BoeingJun 2024 to Jan 2025
- UnemployedNov 2023 to Jun 2024
- Sine Draco Aviation TechnologyApr 2017 to Nov 2023
- ElectroimpactSep 2014 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8245325
- Firm CRD
- 16164