Dang NguyenCRD Number: 4161696
Current Firm: Midwest Professional Planners, Ltd.
Dang Nguyen (CRD# 4161696) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 22 years of experience in the finance industry.
Thrivent Investment Management Inc.
Park Avenue Securities LLC
Commonwealth Financial Network
|Midwest Professional Planners, Ltd.||Wausau, WI||Feb 2005 - Current||17|
|Midwest Professional Planners, Ltd.||Wausau, WI||Jul 2004 - Current||18|
|Midwest Professional Planners, Ltd.||Wausau, WI||May 2003 - Current||19|
|Midwest Professional Planners, Ltd.||Wausau, WI||Aug 2002 - Current||19|
|Midwest Professional Planners, Ltd.||Wausau, WI||Apr 2009 - May 2017||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2000|
|S66||NASAA Uniform Combined State Law Examination||Aug 2001|
Total Assets Under Management408MILLIONS
Total Number of Accounts2,760ACCOUNTS
Average Account Value$147,843
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, IL, MN, TX, WI
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