Midwest Professional Planners, Ltd.

Midwest Professional Planners, Ltd. (CRD# 112995) is a financial advisory firm headquartered in Wausau, WI. They manage $276,494,806 in 4,446 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    276
    MILLION
  • Total Number of Accounts
    4,446
    ACCOUNTS
  • Average Account Value
    $62,190
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, MN, TX, WI

Financial Advisors at Midwest Professional Planners, Ltd.
Showing 1 - 10 of 13 top financial advisors.
1
Charles H. Chinnock
CRD#: 4611966
2610 Stewart Avenue, Suite 100, Wausau, WI 54401

Charles Chinnock (CRD# 4611966) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 17 years of experience in the finance industry.

2
Daniel J. Evans
CRD#: 4684088
2610 Stewart Avenue, Suite 100, Wausau, WI 54401

Daniel Evans (CRD# 4684088) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 17 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.

3
Brian R. Kamke
CRD#: 4135657
2610 Stewart Avenue, Suite 100, Wausau, WI 54401

Brian Kamke (CRD# 4135657) 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.

4
Benjamin P. Laska
CRD#: 6433060
2610 Stewart Avenue, Suite 100, Wausau, WI 54401

Benjamin Laska (CRD# 6433060) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 5 years of experience in the finance industry. Benjamin Laska 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.

5
Lyndon B. Lorenz
CRD#: 6458312
2610 Stewart Avenue, Suite 100, Wausau, WI 54401

Lyndon Lorenz (CRD# 6458312) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 5 years of experience in the finance industry. Lyndon Lorenz 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.

6
Eric L. Madson
CRD#: 1300032
2610 Stewart Avenue, Suite 100, Wausau, WI 54401

Eric Madson (CRD# 1300032) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 35 years of experience in the finance industry.

7
Dang J. Nguyen
CRD#: 4161696
2610 Stewart Avenue, Suite 100, Wausau, WI 54401

Dang Nguyen (CRD# 4161696) 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.

8
Manuel M. Pollak
CRD#: 6216996
2610 Stewart Avenue, Suite 100, Wausau, WI 54401

Manuel Pollak (CRD# 6216996) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 5 years of experience in the finance industry.

9
Terri M. Rau
CRD#: 5574111
2610 Stewart Avenue, Suite 100, Wausau, WI 54401

Terri Rau (CRD# 5574111) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 8 years of experience in the finance industry.

10
Brian C. Resch
CRD#: 6277236
2610 Stewart Avenue, Suite 100, Wausau, WI 54401

Brian Resch (CRD# 6277236) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 3 years of experience in the finance industry.

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