Manuel Pollak, financial advisor Wausau WI

Manuel Pollak

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Manuel M. Pollak
Phone Number: 715-848-3474
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    408
    MILLIONS
  • Total Number of Accounts
    2,760
    ACCOUNTS
  • Average Account Value
    $147,843
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, FL, IL, MN, TX, WI

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