Baoqing Li

Current Employers

Employment History

• 06/2001 → Present
  World Financial Group, Inc.
  Brookfield, WI
• 07/2007 → 06/2020
  Golden Rule Health Insurance
  Waukesha, WI
• 11/2007 → Present
  United Health Care
  Waukesha, WI
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Brookfield, WI
• 03/2015 → Present
  Common Ground Healthcare
  Brookfield, WI
• 04/2018 → Present
  Wall Street To Main Street Financial Education Inc.
  Northbrook, IL
• 11/2021 → Present
  Bluecross Blueshield Il
  Schaumburg, IL
• 03/2026 → Present
  Ina
  Whitehouse Station, NJ
• 04/2026 → Present
  Tier One-Aflac-Aetna
  Franklin, TN
• 03/2015 → Present
  Caresource Management Services
  Westlake, OH

Previous Registrations

• 2009-06-01 → 2012-01-06
  Investment Advisors International, Inc.
  Madison, WI

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." BlueCross BlueShield IL / 1121-Present / Investment Related: No / 1501 East Woodfield Road Schaumburg, IL 60173 / Individual Contractor / Health Insurance Service / Hrs. Work Monthly: 1 / Sec Trading Hrs: 0 / Some clients asking for health insurance service, would like to add this to be able to help clients needs. COMMON GROUND HEALTHCARE; YES; 120 BISHOP'S WAY, SUITE 150, BROOKFIELD, WI 53005; PROVIDE SERVICES AS NEEDED WALL STREET TO MAIN STREET FINANCIAL EDUCATION, INC/NOT INVESTMENT RELATED/PRESIDENT/4.1.2018/1740 PONDSIDE DR, NORTHBROOK, IL 60062/PASS THROUGH ENTITY, TAX PLANNING PURPOSE ONLY./ACTIVITIES RELATED WITH TAX PLANNING PURPOSE, MIGHT GET STAFF RESOURCE LATER FOR SOME SECRETARY WORK WHEN NEEDED./HOURS.MONTH: 5 United Health Care / 0707-Present / Investment Related: No / 1006 State Street Lawrenceville, IL 62439 / Individual Contractor / Healthcare Insurance / Hrs Work Monthly: 1 / Sec Trading Hrs: 0 / I only offer people a quote when they request for health insurance service. There are no services in this front for last 2 years of even longer INA POSITION: Individual Contractor NATURE: Medicare Supplemental Plans INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2026 ADDRESS: 202 Halls Mill Road, Whitehouse Station NJ 08889, United States DESCRIPTION: Help potential clients with the medicare supplemental needs TIER ONE-AFLAC-AETNA POSITION: Individual Contractor NATURE: Medicare Supplemental Plans INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/03/2026 ADDRESS: 1021 Reams Fleming Blvd, Franklin TN 37064, United States DESCRIPTION: Offer Medigap plans to seniors who need medicare supplemental plans CARESOURCE MANAGEMENT SERVICES POSITION: MEDICAL INSURANCE REP NATURE: Individual health insurance/obama care INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2015 ADDRESS: 810 Sharon Drive, Westlake OH 44145, United States DESCRIPTION: Provide health insurance needs when needed

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-08
• S63 Uniform Securities Agent State Law Examination
  2002-04-26