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CFP
NP
CFP

Nicholas Prangner

World Equity Group, INC.
19 Years of Experience
Houston, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Nicholas Prangner is a CFP-designated registered investment advisor at World Equity Group, INC., based in Houston, TX, with 19 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,151 clients with $1B in assets under management.

World Equity Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
3,151 clients
Average Client Portfolio
$318K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $75K0.47%
$75K - $750K0.42%
$750K+0.35%

Schedule includes the firm platform fee and tax overlay fee; third-party manager fees and representative fees are extra and negotiable. Accounts between $25k and $50k using the ETF Select model pay a flat 1.50% annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1800 West Loop South, Unit 1700, Houston, TX, 77027

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History

Regulatory History (1)
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Criminal
December 2002
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Nicholas is a board member of the University of Texas at El Paso Alumni, dedicating minimal time. He is also a Business Development Director at Exponent Prosperity Accelerator Advisors LLC, spending about half his time on business development, transition, and executive retention. Additionally, Nicholas sells life, health, and disability insurance and provides estate planning strategies through Innovative Capital Assurance, dedicating about a quarter of his time.

Employment History
Current Registrations
World Equity Group, INC.
November 2020 - Present · 5 yrs 11 mos
World Equity Group, INC.Broker
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
June 2011 - November 2020 · 9 yrs 5 mos
Securian Financial Services, INC.Broker
October 2008 - November 2020 · 12 yrs 1 mo
Cri Securities, LLCBroker
July 2008 - August 2008 · 1 mo
Securian Financial Services, INC.Broker
June 2008 - August 2008 · 2 mos
Vanguard Marketing CorporationBroker
August 2006 - September 2007 · 1 yr 1 mo
State Registrations3 states
AZILTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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