DN
CFP
DN
CFP

Dawuanta Do'juor Northern

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
1,148 clients
Average Client Portfolio
$58.9M average
Assets Under Management
$67.6B

Fee Structure

Loading...

Location

500 W Madison Street, Suite 3260, Chicago, IL, 60661-4593

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Dawuanta is the Principal of NL Capital Ventures, focusing on management and acquisitions in the healthcare sector, dedicating about 10% of their time to this role. Dawuanta also has a personal LLC, Eagle Planning Services, used for payments from Capasso Planning Partners.

Employment History
Current Registrations
Fiducient Advisors LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Capasso Planning Partners LLC
May 2023 - August 2024 · 1 yr 3 mos
Buckingham Strategic Wealth, LLC
April 2019 - September 2021 · 2 yrs 5 mos
Ef Legacy Securities, LLCBroker
January 2017 - February 2018 · 1 yr 1 mo
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.