Daniel Evans (CRD# 4684088) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 20 years of experience in the finance industry. Daniel Evans 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 | Jul 2021 - Current | 2 |
| Crump Life Insurance Services | Wausau, WI | Feb 2018 - Current | 6 |
| Mppl Financial | Wausau, WI | Feb 2018 - Current | 6 |
| Apw Capital, Inc. | Wausau, WI | Oct 2017 - Current | 6 |
| Midwest Professional Planners, Ltd. | Wausau, WI | Apr 2014 - Current | 10 |
| Midwest Professional Planners, Ltd. | Wausau, WI | Sep 2008 - Current | 15 |
| Midwest Professional Planners, Ltd. | Wausau, WI | Jul 2007 - Current | 16 |
| Midwest Professional Planners, Ltd. | Wausau, WI | Jul 2005 - Current | 18 |
| Midwest Professional Planners, Ltd. | Wausau, WI | Jan 2019 - Jul 2021 | 2 |
| Midwest Professional Planners, Ltd. | Wausau, WI | Aug 2015 - Jan 2019 | 3 |
| Midwest Professional Planners, Ltd. | Wausau, WI | Oct 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
| S63 | Uniform Securities State Law Examination | Feb 2018 |
- 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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