Andy Weng

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → Present
  Wfgia
  Bellevue, WA
• 01/2001 → 01/2019
  Mjw & Associates, Inc
  Newcastle, WA
• 06/2006 → Present
  W.S.ENterprise, Llc
  Seattle, WA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Bellevue, WA
• 11/2016 → 01/2019
  Briway/Fidalab
  Bellevue, WA
• 07/2018 → Present
  Rhino Resources, Llc
  Meridian, ID
• 11/2022 → Present
  Wealthwave
  Johns Creek, GA
• 01/2012 → Present
  Managed Wealth Financial
  South Jordan, UT
• 01/2021 → 03/2023
  Andy Weng Enterprises
  Newcastle, WA
• 01/2021 → 05/2023
  Andy Weng Enterprises
  Newcastle, WA
• 08/2023 → Present
  Scale Force Group
  Olympia, WA
• 07/2023 → Present
  Bridgemaker Llc
  Sheridan, WY
• 11/2024 → Present
  Integrated Trust Systems
  Scottsdale, AZ

Previous Registrations

• 2009-02-17 → 2012-01-06
  Investment Advisors International, Inc.
  Spokane Valley, WA
  Tukwila, WA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. 08/2023PRESENTScale Force GroupOlympiaWashingtonUnited StatesYesPartner Rhino Resources, LLCMeridianIdahoUnited StatesYesMember 07/2018PRESENT W.S.ENTERPRISE, LLCSEATTLEWashingtonUnited StatesYesMANAGER 06/2006PRESENT Managed Wealth Financial 1/20/2023 - present / investment related: Yes / 10653 Riverfront Parkeway, STE 100-C, South Jordan, UT 84095 / Non-owner, WFG Co-Brand, marketing. Wealthwave 11/18/2022 - present / investment related: Yes / 6475 East Johns Crossing, Johns Creek, GA 30097 / non-owner, WFG Co-Brand, marketing. BRIDGEMAKER LLC POSITION: Member NATURE: Marketing and Business Automation Software INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/06/2023 ADDRESS: 1309 Coffeen Ave, Suite 10834, Sheridan WY 82801, United States DESCRIPTION: I will be a silent member and investor. I will attend quarterly board meetings to review the company progress. INTEGRATED TRUST SYSTEMS POSITION: Referral Sales Associate NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 11/21/2024 ADDRESS: 7373 E. Doubletree Ranch Road, Second Floor, Suite 200, Scottsdale AZ 85258, United States DESCRIPTION: Referral Sales Associate responsibility is to refer people who need further information on how to set up a proper estateplan to Integrated Trust Systems.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-06
• S63 Uniform Securities Agent State Law Examination
  1997-04-10

Other Names

• Meng Weng