DN
CFA
DN
CFA

Dang Jeremiah Tu Nguyen

22 Years of Experience
May Earn Commission
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningInvestment ManagementBusiness OwnersCorporate ExecutivesHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
771 clients
Average Client Portfolio
$719K average
Assets Under Management
$554.3M

Fee Structure

Minimum Investment:$100K
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Location

2610 Stewart Avenue, Suite 100, Wausau, WI, 54401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dang is a member/owner of MPPL Properties LLC, a commercial real estate entity that owns and rents office buildings. This activity requires minimal time.

Employment History
Current Registrations
Midwest Professional Planners, LTD.
June 2003 - Present · 22 yrs 8 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Dang Jeremiah Tu Nguyen - Financial Advisor | TrueAdvisor