Patrick Wallschlaeger, financial advisor Wausau WI
63 score

Patrick Wallschlaeger

CRD Number: 865976
Current Firm: Midwest Professional Planners, Ltd.

Patrick Wallschlaeger (CRD# 865976) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Mppl Financial Wausau, WI Jan 2013 - Current 3
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Jun 2011 - Current 5
Crump Life Insurance Services Wausau, WI Jun 2011 - Current 5
Midwest Professional Planners, Ltd. Waukesha, WI Oct 2010 - Current 6
Midwest Professional Planners, Ltd. Wausau, WI Jan 1995 - Current 21
Midwest Professional Planners, Ltd. Wausau, WI May 1990 - Current 26
Midwest Professional Planners, Ltd. Wausau, WI Nov 1989 - Current 26
Midwest Professional Planners, Ltd. Wausau, WI Oct 1989 - Current 27
Axa Equitable Life Insurance Company Wausau, WI Apr 1978 - Jun 2011 33
Axa Advisors, LLC New York, NY Apr 1978 - Jun 2011 33
Midwest Professional Planners, Ltd. Wausau, WI Apr 1989 - Jul 2007 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
S65 NASAA Investment Advisors Law Examination Jun 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Patrick L. Wallschlaeger
Phone Number: 715-848-3474
Registered State(s):
  • FL
  • TX
  • IL
  • WI
  • IA
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Educational seminars/workshops
Types of Clients
Registered States


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