Patrick Wallschlaeger, financial advisor Wausau WI

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 39 years of experience in the finance industry.

Similar Advisors
John Andrus, financial advisor Wausau WI
John R. Andrus
CRD# 4782286
Thrivent Investment Management Inc.
Similar Advisors
Theresa Artac, financial advisor Wausau WI
Theresa A. Artac
CRD# 6498813
Park Avenue Securities LLC
Similar Advisors
Dan Augustine, financial advisor Wausau WI
Dan P. Augustine
CRD# 4880831
Commonwealth Financial Network
Company Name Location Dates Years
Mppl Financial Wausau, WI Jan 2013 - Current 9
Apw Capital, Inc. Wausau, WI Jun 2011 - Current 11
Crump Life Insurance Services Wausau, WI Jun 2011 - Current 11
Midwest Professional Planners, Ltd. Wausau, WI May 1990 - Current 32
Midwest Professional Planners, Ltd. Wausau, WI Nov 1989 - Current 32
Midwest Professional Planners, Ltd. Wausau, WI Oct 1989 - Current 32
Midwest Professional Planners, Ltd. Wausau, WI Jan 1995 - Jan 2022 27
Midwest Professional Planners, Ltd. Waukesha, WI Oct 2010 - Oct 2018 8
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.

Get Details on the FINRA Advisor Check site
Contact Info for Patrick L. Wallschlaeger
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.