Dang Nguyen (CRD# 4161696) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 23 years of experience in the finance industry.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Midwest Professional Planners, Ltd. | Wausau, WI | Feb 2005 - Current | 19 |
| Midwest Professional Planners, Ltd. | Wausau, WI | Jul 2004 - Current | 19 |
| Midwest Professional Planners, Ltd. | Wausau, WI | May 2003 - Current | 20 |
| Midwest Professional Planners, Ltd. | Wausau, WI | Aug 2002 - Current | 21 |
| 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 |
- WI
-
Total Assets Under Management432MILLIONS
-
Total Number of Accounts2,223ACCOUNTS
-
Average Account Value$194,248
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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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