Thuong Thanh Thien

Employer firm

Team Hewins, LLC CRD 291194

$3.97B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 06/2017
  Hewins Financial Advisors, Llc
  San Mateo, CA
• 07/2015 → 05/2018
  Hewins Brokerage Services, Llc
  Redwood City, CA
• 06/2017 → 06/2018
  Hewins Financial Advisors Llc
  Redwood City, CA
• 05/2018 → Present
  Team Hewins, Llc
  Redwood City, CA

Previous Registrations

• 2013-01-09 → 2018-06-01
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
  Redwood City, CA
• 2009-11-30 → 2010-03-11
  Cantella & Co., Inc.
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2009-07-15

Designations

• Certified Financial Planner