Fanyi Zeng

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

• 05/2026 → Present
  Transamerica Financial Advisors, Llc
  Alviso, CA
• 03/2023 → Present
  World Financial Group Insurance Agency
  Alviso, CA
• 03/2023 → Present
  World System Builders (Wsb)
  Alviso, CA
• 04/2017 → 02/2018
  Td Bank
  Farmington Hills, MI
• 07/2022 → Present
  Us Bank
  Minneapolis, MN
• 02/2016 → 04/2017
  Jackson National Life
  Lansing, MI
• 02/2018 → 07/2022
  Comerica Bank
  Auburn Hills, MI

Other Businesses

Name: US BANK / Investment Related - No / Date: 07:2022 / Hrs (Month): 160 / Hrs (Day): 8 / Activity: Developed CCAR stress testing and CECL credit loss models for commercial and small business lending portfolios. Focus on credit risk modeling, with no involvement in investment or securities activity. Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. World System Builders (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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-01
• S63 Uniform Securities Agent State Law Examination
  2025-11-25

Other Names

• Freya Zeng