Cory Wokasch (CRD# 7122117) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Duluth, MN and has over 2 years of experience in the finance industry.
CRD# 5369842
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 820126
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1283578
Split Rock Private Trading And Wealth Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Midwest Professional Planners, Ltd. | Duluth, MN | Feb 2022 - Current | 2 |
| Midwest Professional Planners, Ltd | Duluth, MN | May 2019 - Feb 2022 | 2 |
| Agate Financial Services | Moose Lake, MN | May 2018 - May 2019 | 1 |
| Goodin Company | Duluth, MN | May 2017 - Aug 2018 | 1 |
| Unemployed | Duluth, MN | Aug 2016 - May 2017 | < 1 |
| Lakeshirts | Detroit Lakes, MN | May 2014 - Aug 2016 | 2 |
| Wokasch Plumbing | Frazee, MN | May 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- MN
-
Total Assets Under Management432MILLIONS
-
Total Number of Accounts2,223ACCOUNTS
-
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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