Midwest Professional Planners, Ltd.

Midwest Professional Planners, Ltd. (CRD# 112995) is a financial advisory firm headquartered in Wausau, WI. They manage $184,905,211 in 1,663 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    1,663
    ACCOUNTS
  • Average Account Value
    $111,188
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
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, IA, IL, MN, TX, WI

Financial Advisors at Midwest Professional Planners, Ltd.
Showing 1 - 10 of 14 top financial advisors.
1
Michael J. Boyce
CRD#: 1257446
Cary, IL
96
Wealthminder
score

Michael Boyce (CRD# 1257446) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Cary, IL and has over 30 years of experience in the finance industry. Michael Boyce 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.

2
Daniel J. Evans
CRD#: 4684088
2610 Stewart Avenue, Suite 100, Wausau, WI 54401
96
Wealthminder
score

Daniel Evans (CRD# 4684088) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 13 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
Eric L. Madson
CRD#: 1300032
202 Third Avenue, P. O. Box 1073, Duluth, MN 55810
96
Wealthminder
score

Eric Madson (CRD# 1300032) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Duluth, MN and has over 31 years of experience in the finance industry.

4
Dang J. Nguyen
CRD#: 4161696
2610 Stewart Avenue, Suite 100 , Wausau, WI 54401
96
Wealthminder
score

Dang Nguyen (CRD# 4161696) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 16 years of experience in the finance industry.

5
Scott M. Wallschlaeger
CRD#: 4866274
202 Third Avenue, Duluth, MN 55810
96
Wealthminder
score

Scott Wallschlaeger (CRD# 4866274) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Duluth, MN and has over 11 years of experience in the finance industry. Scott Wallschlaeger 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
Charles H. Chinnock
CRD#: 4611966
2610 Stewart Avenue, Suite 100, Wausau, WI 54401
93
Wealthminder
score

Charles Chinnock (CRD# 4611966) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 13 years of experience in the finance industry.

7
Brian R. Kamke
CRD#: 4135657
2610 Stewart Avenue, Suite 100, Wausau, WI 54401
93
Wealthminder
score

Brian Kamke (CRD# 4135657) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 16 years of experience in the finance industry.

8
Susan M. Davis
CRD#: 5358635
2610 Stewart Avenue, Suite 100, Wausau, WI 54401
90
Wealthminder
score

Susan Davis (CRD# 5358635) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 9 years of experience in the finance industry.

9
Terri M. Rau
CRD#: 5574111
Cary, IL
90
Wealthminder
score

Terri Rau (CRD# 5574111) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Cary, IL and has over 4 years of experience in the finance industry.

10
Kyle K. Dickinson
CRD#: 6202490
202 Third Avenue, Duluth, MN 55810
89
Wealthminder
score

Kyle Dickinson (CRD# 6202490) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Duluth, MN and has over 2 years of experience in the finance industry. Kyle Dickinson 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.

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