Nan SuCRD Number: 5886470
Current Firm: Transamerica Financial Advisors, Inc.
Nan Su (CRD# 5886470) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Brookfield, WI and has over 6 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Nextera Energy||Juno Beach, FL||Apr 2014 - Current||3|
|Transamerica Financial Advisors, Inc.||Brookfield, WI||Jan 2012 - Current||5|
|World Financial Group, Inc.||Brookfield, WI||Apr 2010 - Current||7|
|Ge Healthcare||Waukesha, WI||Jan 1999 - Jan 2014||15|
|World Group Securities, Inc.||Madison, WI||Jan 2011 - Jan 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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