Lan Ge

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

• 05/2013 → Present
  Hife College Planning Program
  Greenwood Village, CO
• 02/2019 → Present
  First Sierra Insurance Services ,Llc
  Fresno, CA
• 09/2018 → Present
  Health Insurance Agent
  Fremont, CA
• 01/2021 → Present
  Transamerica Financial Advisors, Inc
  Alviso, CA
• 02/2013 → Present
  World Financial Group, Inc.
  Alviso, CA
• 09/2008 → 06/2020
  Yellow River And Long River Chinese School
  Fremont, CA
• 09/2017 → 06/2018
  Retired
  Fremont, CA
• 08/2021 → Present
  Kyros Ai Corp.
  New Castle, DE
• 01/2013 → Present
  World System Builders (Wsb)
  Alviso, CA
• 08/2022 → Present
  In-Home Supportive Services Program Program
  Oakland, CA
• 09/2024 → Present
  Brokersnexus C/O Insubuy, Llc.
  Plano, TX
• 01/2026 → Present
  Registered Tax Return Preparer
  Fremont, CA
• 01/2026 → Present
  Dickerson Insurance Services
  Burbank, CA
• 01/2026 → Present
  Amwins Connect Insurance Services Llc
  Santa Ana, CA
• 01/2026 → Present
  Claremont Insurance Services
  Concord, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. . WSB is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency, an insurance agency affiliate of Transamerica Financial Advisors, LLC. World System Builders (WSB) | Marketing | investment related | co brand company through WFGIA | 01/2013 | Alviso, CA Kyros Ai Corp. / 0821-Present / Investment Related: No / 251 Little Falls Drive, Wilmington, New Castle, DE 19808 / College Success Advisor / Partnership business/ Hrs. Work Monthly: 5 / Sec Trading Hrs: 0 / I will introduce the program of Kyros.ai if parents who have high school student it they want to join, then I will recommend to Kyros.ai. HIFE COLLEGE PLANNING PROGRAM/Investment Related - No/8301 E. PRENTICE AVE,. STE312, GREENWOOD VILLAGE, CO80111/PROVIDE FAMILIES WITH COLLEGE PLANNING SOLUTIONS./COLLEGE CONSULTANT/05.2013/2/0/INTRODUCE AND HELP TO ENROLL INTO THIS COLLEGE PROGRAM TO FAMILIES WHO HAVE HIGH SCHOOL STUDENTS . FIRST SIERRA INSURANCE SERVICES ,LLC/Investment Related - No/ 2150 N WINERY AVE.FRESNO, CA93703/HELP CLIENTS TO UNDERSTAND AND ENROLL IN SUITABLE HEALTH INSURANCE PROGRAM./SENIOR HEALTH INSURANCE AGENT/02.2019/5/0/HELP CLIENTS TO UNDERSTAND AND ENROLL IN SUITABLE HEALTH INSURANCE PROGRAM. HEALTH INSURANCE AGENT/Investment Related - Yes 2077 GOLD STREET, ALVISO, CA95002/Health insurance agent/HEALTH INSURANCE AGENT/09.2018/10/0/Health insurance agent IN-HOME SUPPORTIVE SERVICES PROGRAM PROGRAM \ POSITION: Provider to take care mother NATURE: IHSS program provides services to eligible people over the age of 65 and patients. INVESTMENT RELATED: No NUMBER OF HOURS: 283 SECURITIES TRADING HOURS: 6 START DATE: 08/08/2022 ADDRESS: 6955 Foothill Blvd., STE 300, Oakland CA 94605 \ DESCRIPTION: In home patient care. BROKERSNEXUS C/O INSUBUY, LLC. POSITION: Travel health insurance agent NATURE: Travel health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/28/2024 ADDRESS: 4200 Mapleshade LN , Suite 200, Plano TX 75093, United States DESCRIPTION: This is included in my health insurance service. Very less activities. If the client needs this service, then I help the client. My major health insurance is covered California health service like I got approved before. REGISTERED TAX RETURN PREPARER POSITION: Registered Tax Return preparer NATURE: Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 42533 Fern Circle, Fremont CA 94538, United States DESCRIPTION: In the tax season like every year 1/1-4/15 generally , may help people to fill tax forms. DICKERSON INSURANCE SERVICES POSITION: agent or broker NATURE: General agency ,service health insurance agents or brokers for group health insurance plan INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 333 N GLENOAKS BLVD,SUITE410, BURBANK CA 91502, United States DESCRIPTION: I will use their web to service group health insurance clients if need. AMWINS CONNECT INSURANCE SERVICES LLC POSITION: broker NATURE: General agency service brokers and agents for group health insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 2677 N MAIN ST,SUITE800, SANTA ANA CA 92705, United States DESCRIPTION: As a broker or agent, I will use this company's service to service group health insurance if need . CLAREMONT INSURANCE SERVICES POSITION: broker or agent NATURE: General agency service health insurance brokesrs and agents for group health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 1000 BURNETT AVENUE,SUITE440, CONCORD CA 94520, United States DESCRIPTION: I will use this company's web to service group health insurance clients if need.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-30
• S63 Uniform Securities Agent State Law Examination
  2020-11-20

Other Names

• Nicole Ge