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Dang Jeremiah tu Nguyen

Investment adviser representative at Midwest Professional Planners, Ltd.
15 yearsExperience
1 stateRegistered in
CFADesignation
$649.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

15 years in the industry.

  1. Midwest Professional Planners, Ltd.Aug 2002 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (WI).

Midwest Professional Planners, Ltd.

$649.3MAssets managed
837Clients
17Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4161696
Firm CRD
112995
Advisor's SEC record (opens in a new tab)
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