Manuel PollakCRD Number: 6216996
Current Firm: Midwest Professional Planners, Ltd.
Manuel Pollak (CRD# 6216996) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 6 years of experience in the finance industry.
Thrivent Investment Management Inc.
Park Avenue Securities LLC
Commonwealth Financial Network
|Midwest Professional Planners, Ltd.||Wausau, WI||Jan 2019 - Current||3|
|Midwest Professional Planners, Ltd.||Wausau, WI||Sep 2015 - Current||6|
|Midwest Professional Planners, Ltd.||Wausau, WI||Sep 2015 - Jan 2019||3|
|Wisconsin Soccer Coaches Association||Wausau, WI||Dec 2016 - Mar 2018||1|
|D.c. Everest Soccer Booster Club||Schofield, WI||Feb 2014 - Nov 2017||3|
|D.c. Everest High School||Schofield, WI||Feb 2014 - Nov 2017||3|
|Midwest Professional Planners, Ltd.||Wausau, WI||Jun 2013 - Sep 2015||2|
|Mc United Soccer Club||Wausau, WI||Apr 2008 - Jul 2014||6|
|Wausau East High School||Wausau, WI||Jul 2013 - Nov 2013||< 1|
|D.c. Everest High School||Schofield, WI||Jul 2008 - Nov 2012||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2015|
Total Assets Under Management408MILLIONS
Total Number of Accounts2,760ACCOUNTS
Average Account Value$147,843
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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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