Benjamin Laska (CRD# 6433060) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 8 years of experience in the finance industry. Benjamin Laska has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Midwest Professional Planners, Ltd. | Wausau, WI | Dec 2023 - Current | < 1 |
| Crump Life Insurance Services | Wausau, WI | Jun 2017 - Current | 6 |
| Midwest Professional Planners, Ltd. | Wausau, WI | Nov 2015 - Current | 8 |
| Apw Capital, Inc. | Wausau, WI | Feb 2021 - Nov 2023 | 2 |
| Apw Capital, Inc. | Wausau, WI | May 2017 - Jan 2021 | 3 |
| Apw Capital, Inc. | Parsippany, NJ | Aug 2016 - May 2017 | < 1 |
| University Of Wisconsin-stevens Point | Stevens Point, WI | Sep 2012 - Dec 2015 | 3 |
| Midwest Professional Planners, Ltd. | Wausau, WI | Dec 2014 - Nov 2015 | < 1 |
| Great Lakes Educational Loan Services | Stevens Point, WI | Jun 2014 - Dec 2014 | < 1 |
| Sentry Insurance | Stevens Point, WI | Oct 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
| S63 | Uniform Securities State Law Examination | Aug 2016 |
- TX
- WI
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Total Assets Under Management432MILLIONS
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Total Number of Accounts2,223ACCOUNTS
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Average Account Value$194,248
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, IL, MN, TX, WI
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