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Fang Echo Huang

Echo Wealth Management, LLC

Plymouth, MN

CRD 2979581

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Employer firm

Echo Wealth Management, LLC CRD 174136

$288M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Echo Wealth Management, Llc

3033 Campus Drive Suite N145, Plymouth, MN 55441-2651 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-03-28
MN RA APPROVED 2015-03-11
  • TX RA
    APPROVED_RES
    Since 2018-03-28
  • MN RA
    APPROVED
    Since 2015-03-11

Branch Locations

3033 Campus Drive Suite N145, Plymouth, MN 55441-2651 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Echo Wealth Management, Llc Plymouth MN 03/2015 Present
Previous Registrations
Other Businesses

03/03/2015: FANG ECHO HUANG, SOLE PROPRIETOR; PLYMOUTH, MN; NON-VARIABLE INSURANCE; TIME SPENT 3%.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-08-24
S65 Uniform Investment Adviser Law Examination 2001-04-14
  • S63 Uniform Securities Agent State Law Examination
    2001-08-24
  • S65 Uniform Investment Adviser Law Examination
    2001-04-14
Designations
  • Certified Financial Planner
Other Names
  • Fang Echo

View on SEC IAPD

Nearby Firms

CS PLANNING CORP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
ADVISORY SOLUTIONS GROUP

Nearby Investors

JACQUIE Kathleen LEMARR
Ronald Dean Moore
JUSTIN AARON HART

Nearby Offices

CS PLANNING CORP · PORTLAND, OR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · PORTLAND, OR
ADVISORY SOLUTIONS GROUP · PORTLAND, OR

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