Bloomington, MN Office

Team
Updated today

Client AUM

$2,064,369,837

Clients

42,497

Advisors

2

Of 1,120 advisors across 280 offices

Location

7900 International Drive, Suite 300

Bloomington MN 55425

Advisors at this office

2

Advisors at this office

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Lihua H

Series 65, Series 63

Bloomington, MN

Transamerica Financial Advisors

Lihua He is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and is also involved with Tri-Eagle Inc., which she uses to advertise her mortgage business. Additionally, she sells insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through a variety of proprietary and third-party investment programs.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Zenith K

Series 63, Series 65

Bloomington, MN

Transamerica Financial Advisors

Zenith Koy is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2012 and is involved in referral services for estate planning through Legacy Shield and Net Law. Additionally, he has ownership experience with KE Financial Center Zenith Koy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
View complete list of advisors at this office
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