Baoqing Li (CRD# 4493609) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Brookfield, WI and has over 21 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bluecross Blueshield Il | Schaumburg, IL | Nov 2021 - Current | 2 |
| Wall Street To Main Street Financial Education Inc. | Northbrook, IL | Apr 2018 - Current | 6 |
| Common Ground Healthcare | Brookfield, WI | Mar 2015 - Current | 9 |
| Transamerica Financial Advisors, Inc. | Brookfield, WI | Jan 2012 - Current | 12 |
| United Health Care | Waukesha, WI | Nov 2007 - Current | 16 |
| World Financial Group, Inc. | Brookfield, WI | Jun 2001 - Current | 22 |
| Golden Rule Health Insurance | Waukesha, WI | Jul 2007 - Jun 2020 | 12 |
| Nokia | Chicago, IL | Oct 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2002 |
| S65 | NASAA Investment Advisors Law Examination | May 2009 |
- IL
- TX
- WI
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, WY
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