Biographical Info

Nhi joined WFA in July of 2015 after graduating from the University of Wisconsin-Milwaukee where she earned Bachelors of Business Administration for both Accounting and Finance. As an Investment Adviser Representative registered with FINRA, Nhi holds her Series 65 securities license and provides support to our Senior Advisers by preparing portfolio reports and financial data, tax returns and projections, as well as projections for retirement planning.


Connections Business Directory | Leaflet | © OpenStreetMap contributors

633 E. Henry Clay Street Whitefish Bay WI 53217

Email this Member

Return to top.