Dang Nguyen, financial advisor Wausau WI

Dang Nguyen

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Dang J. Nguyen
Phone Number: 715-848-3474
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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