NP
CFP
NP
CFP

Nicholas Prangner

18 Years of Experience
Schaumburg, IL
1 DisclosureBrokerSells Insurance

Nicholas Prangner is a CFP-designated registered investment advisor at World Equity Group, INC., based in Schaumburg, IL, with 18 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
3,151 clients
Average Client Portfolio
$300K average
Assets Under Management
$944.8M

Fee Structure

WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.

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Location

425 N Martingale Rd, Suite 1220, Schaumburg, IL, 60173

Get directions

History

Regulatory History (1)
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Criminal
December 2002
Final Disposition
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 10 mos
World Equity Group, INC.Broker
November 2020 - Present · 5 yrs 10 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.
Nicholas Prangner - Financial Advisor | TrueAdvisor