Baoqing Li, financial advisor Brookfield WI
93 score

Baoqing Li

CRD Number: 4493609
Current Firm: Transamerica Financial Advisors, Inc.

Baoqing Li (CRD# 4493609) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Brookfield, WI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Common Ground Healthcare Brookfield, WI Mar 2015 - Current 1
Transamerica Financial Advisors, Inc. Brookfield, WI Jan 2012 - Current 4
United Health Care Waukesha, WI Nov 2007 - Current 9
Golden Rule Health Insurance Waukesha, WI Jul 2007 - Current 9
World Financial Group, Inc. Brookfield, WI Jun 2001 - Current 15
Nokia Chicago, IL Oct 2012 - Mar 2015 2
E5 Systems Sterling, VA Jun 2012 - Oct 2012 < 1
Motorola Solutions - Engineer Schaumburg, IL Jul 2011 - May 2012 < 1
Investment Advisors International Madison, WI Jun 2009 - Jan 2012 2
World Group Securities, Inc. Madison, WI Apr 2002 - Jan 2012 9
Marquette University Milwaukee, WI Aug 2008 - May 2011 2
Ge Medical Systems Milwaukee, WI Jun 2000 - May 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S65 NASAA Investment Advisors Law Examination May 2009
Contact Info for Baoqing Li
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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