Brookfield, WI Office

Baoqing Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with multiple healthcare and insurance firms, including BlueCross BlueShield IL, United Healthcare, and Common Ground Healthcare. Li is also president of Wall Street to Main Street Financial Education Inc., a non-investment entity focused on tax planning. Transamerica Financial Advisors serves a broad client base, offering advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers. The firm operates as both a registered broker-dealer and RIA and supports plan clients through affiliated retirement and recordkeeping entities.

Xinzi Yuan is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in accounting and financial services since 2014, including roles at Lida Accounting Service LLC and involvement with the Wisconsin Chinese Chamber of Commerce as a board member. Yuan also volunteers with AARP to provide tax preparation services to low-income taxpayers. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, employing a mix of proprietary and third-party investment models, with discretionary and non-discretionary program options.

Zhenxiang Du is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at Medicomp Inc and Kelly Services Global LLC, and he is the owner of Uyghur Grill LLC, a mobile food service business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.