Ying Fang

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

• 06/2004 → Present
  Wfgia
  Houston, TX
• 11/2010 → 07/2020
  Premiere Insurance Services
  Batavia, OH
• 10/2010 → 07/2020
  Cornerstone Broker Insurance Services Agency, Inc
  Cincinnati, OH
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Houston, TX
• 04/2022 → 02/2023
  Oakview Estates Homeowners' Association
  Solon, OH
• 10/2024 → Present
  United Health
  Minnetonka, MN
• 11/2024 → Present
  Inheritguard, Llc
  Sheridan, WY
• 02/2024 → Present
  Ascent Champion Enterprise Llc, Llc
  Solon, OH
• 12/2025 → Present
  Hst-Stl, Llc D/B/A Compass Health Consultants
  Cottleville,, MO
• 04/2026 → Present
  United Health
  Minnetonka, MN

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc UNITED HEALTH POSITION: Independent Agent NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/15/2024 ADDRESS: 9700 Health Care Ln, Minnetonka MN 55343, United States DESCRIPTION: To educate customers Medicare, compare Medicare products, such as Medigap & Medicare Advantage plans for the customers and prospects. INHERITGUARD, LLC POSITION: NONE NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2024 ADDRESS: 30 N Gould Street, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS. ASCENT CHAMPION ENTERPRISE LLC, LLC POSITION: Statutory Agent NATURE: none INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/09/2024 ADDRESS: 33321 N Burr Oak Dr, Solon OH 44139, United States DESCRIPTION: Health Insurance HST-STL, LLC D/B/A COMPASS HEALTH CONSULTANTS POSITION: Independent Agent NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2025 ADDRESS: 5055 Highway N #118, Cottleville, MO 63304, United States DESCRIPTION: Introduce the health insurance plan information, answering questions, and enrolling clients if they like the plan. UNITED HEALTH POSITION: Independent Agent NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 04/07/2026 ADDRESS: 9700 Health Care Ln, Minnetonka MN 55343, United States DESCRIPTION: To educate customers Medicare, compare Medicare products, such as Medigap & Medicare Advantage plans for thecustomers and prospects.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-27
• S63 Uniform Securities Agent State Law Examination
  2004-11-13