Advisor at Organize, Protect & Grow Your Wealth, LLC
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Firm
Organize, Protect & Grow Your Wealth, LLC
Location
Batavia, IL 60510
Credentials
Series 66
Industry experience
10 years
Lang Nguyen is a financial advisor at Organize, Protect & Grow Your Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones & Co. and Serenity Investment Advisors. Outside of his advisory role, Nguyen serves as a board member for three nonprofit charitable organizations and works as a Live Tax Expert for Intuit TurboTax during tax season. Organize, Protect & Grow Your Wealth, LLC manages approximately $16.45 million for around 60 clients, providing discretionary portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a multi-method investment process combining charting, cyclical, fundamental, quantitative, technical analysis, and modern portfolio theory, with both long- and short-term trading strategies tailored to client objectives and risk tolerances.
Based on Organize, Protect & Grow Your Wealth, LLC
1.00% to 3.00% annually (negotiable)
1 S430 Wenmoth Road, Suite A
Batavia, IL 60510
Illinois · Texas
Serenity Investment Advisors
2022 - Present (4 years)
Organize Protect & Grow Your Wealth LLC
2022 - 2022 (1 year)
Organize Protect & Grow Your Wealth LLC
2019 - 2022 (3 years)
Red Oak Management, Inc.
2019 - 2022 (3 years)
Cetera Advisors LLC
2019 - 2019 (1 year)
Edward Jones & Co.
2015 - 2019 (4 years)
Keller Graduate School of Management
2014 - 2016 (2 years)
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Is not 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.
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.
CFP®, CPA, RICP®
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NexJenn Financial Services
I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
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