Lang Nguyen
Lang Nguyen is a registered investment advisor at Organize, Protect & Grow Your Wealth, LLC, based in Batavia, IL, with 10 years of industry experience. Lang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OPGYWL charges an annual fee based on the value of your portfolio. The fee ranges from 1.00% to 3.00% of the total value of your investments. These fees are negotiable.
Location
1S430 Wenmoth Road, Suite A, Batavia, IL, 60510
Get directionsHistory
Regulatory History (2)
Regulatory
March 2021Employment Separation After Allegations
December 2018Other Business Activities
Lang works as a tax expert for Intuit TurboTax Live during the December-May period, dedicating about half their time. Lang is also a board member of three non-profit charitable organizations in a non-financial role.
Employment History
Current Registrations
Organize, Protect & Grow Your Wealth, LLC
Previous Registrations
Serenity Investment Advisors
Organize, Protect & Grow Your Wealth, LLC
Red Oak Capital Management, INC.
Cetera Advisors LLC
Cetera Advisors LLCBroker
Edward Jones
Edward JonesBroker
State Registrations2 states
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.