Kim-ngon Trinh wicker
Investment adviser representative at Csp Financial Group LLC
14 yearsExperience
3 statesRegistered in
$150.6MFirm assets
3 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Greenmatter BiotechNov 2025 to now
- Csp Financial Group LLCJan 2024 to now
- Kim-ngon Trinh Wicker, Sole ProprietorDec 2023 to now
- Matson Money, Inc.Jul 2019 to Nov 2023
- Landmark WorldwideAug 2017 to May 2019
- N2 PublishingOct 2012 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (AZ, NM, TX).
Csp Financial Group LLC
$150.6MAssets managed
397Clients
21Advisers
3 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
- 7715667
- Firm CRD
- 310819