Advisor at Midwest Professional Planners, Ltd.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Midwest Professional Planners, Ltd.
Location
Wausau, WI 54401
Credentials
CFA®, Series 63, Series 66
Industry experience
22 years
Dang Nguyen is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Midwest Professional Planners, Ltd. He has been with the firm since 2002. Outside of his advisory role, he is a member and owner of MPPL Properties LLC, a commercial real estate entity that owns the office buildings leased to Midwest Professional Planners. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies including model portfolios, individual equities, fixed income, ETFs, and more complex approaches such as options and direct indexing, supported by quantitative tools and continuous portfolio monitoring.
Based on Midwest Professional Planners, Ltd.
Based on Midwest Professional Planners, Ltd.
Financial planning and consulting services fees range from $2,500 to $25,000; initial retainer for divorce planning services is $2,500
Commissions are charged for certain securities transactions by registered representatives of APW; MPPL does not share in commissions
Hourly financial planning fees from $50/hour up to $600/hour depending on professional
Account minimum: $100,000 Fee-only: Financial planning fees range from $2,500 to $25,000 depending on scope and complexity; hourly fees range from $50/hour to $600/hour
2610 Stewart Avenue, Suite 100
Wausau, WI 54401
Wisconsin
Midwest Professional Planners, Ltd.
2009 - 2017 (8 years)
Midwest Professional Planners, Ltd.
2005 - Present (21 years)
Midwest Professional Planners, Ltd.
2004 - Present (22 years)
Midwest Professional Planners, Ltd.
2003 - Present (23 years)
Midwest Professional Planners, Ltd.
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Wausau, WI
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Series 66
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Series 63, Series 65
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Borger Capital Management LLC
Series 63, Series 65
Wausau, WI
Borger Capital Management LLC
Series 65
Wausau, WI
Hoff Private Wealth
Series 65
Wausau, WI
Hoff Private Wealth
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