Tsankuen Wang

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

• 03/2017 → Present
  Transamerica Financial Advisors, Inc
  Saratoga, CA
• 11/1989 → 09/2016
  Intel
  Santa Clara, CA
• 10/2016 → Present
  World Financial Group, Inc.
  Saratoga, CA
• 03/2019 → Present
  Premier Marketing
  Norfolk, NE
• 08/2021 → Present
  Wfg Direct
  Saratoga, CA
• 03/2013 → Present
  Rental Property
  Cupertino, CA
• 03/2019 → Present
  Lu And Wang Group
  Saratoga, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc WFG DirectSaratogaCaliforniaUnited StatesNoAgent 08/2021PRESENT Premier Marketing / 0319-Present / INVESTMENT RELATED: Yes / 705 W Benjamin Norfolk, NE 68701 / Agent / Medicare and Health Care Insurance/ hrs work monthly: 10 / Sec trading hrs: 0 / Provide health care insurance for needed customer Lu and Wang Group / 0319-Present / INVESTMENT RELATED: NO / 1821 Saratoga Ave. Saratoga, CA 95070 / Secretary & CFO/ Lu & Wang Group is created for the sole purpose of running my accountant, This name won't be used to contact any life and securities business / hrs work monthly: 8 / Sec trading hrs: 0 / This name won't be used to conduct any life and securities business. RENTAL PROPERTY POSITION: OWNER NATURE: RENTAL PROPERTY INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/14/2013 ADDRESS: 967 MILLER AVE, CUPERTINO CA 95014, United States DESCRIPTION: The rental property is a passive investment without active management so there is no daily activity. Only needs to renew/extend lease once a year and inform home owner warranty company to repair as needed once in a while.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-17
• S63 Uniform Securities Agent State Law Examination
  2017-04-26

Other Names

• Tk David Wang
• Tsan Kuen David Wang