Lihua Zhu

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

• 05/2015 → Present
  Transamerica Financial Advisors, Inc
  Rolling Meadows, IL
• 06/2014 → Present
  Wfgia
  Rolling Meadows, IL
• 08/2016 → 08/2022
  Xilin Northwest Chinese School
  Schaumburg, IL
• 01/2023 → Present
  Irs Enrolled Agent
  Elmhurst, IL
• 02/2024 → Present
  Hr-Block
  Villa Park, IL
• 09/2024 → Present
  Prime Planners Inc
  Chicago, IL
• 08/2012 → Present
  Frank Liu & Lihua Zhu
  Chicago, IL

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. IRS ENROLLED AGENT POSITION: Enrolled Agent NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2023 ADDRESS: 574 W 3Rd St, Elmhurst IL 60126, United States DESCRIPTION: With the proper certification from IRS, I can provide advice and preparation on tax matter. HR-BLOCK POSITION: tax associate NATURE: tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 02/12/2024 ADDRESS: 415 W St Charlse Rd, Villa Park IL 60181, United States DESCRIPTION: File tax return for clients PRIME PLANNERS INC POSITION: Health Insurance Agent NATURE: Health Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2024 ADDRESS: 6859 W Addison St, Chicago IL 60634, United States DESCRIPTION: Meet with potential health insurance clients regarding Medicare FRANK LIU & LIHUA ZHU POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2012 ADDRESS: 200 N Dearborn St, #1104 & P1, Chicago IL 60601, United States DESCRIPTION: maintain the property, find the tenant and collect rent

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-24
• S63 Uniform Securities Agent State Law Examination
  2015-05-20