Midwest Professional Planners, Ltd.
Midwest Professional Planners, Ltd. (CRD# 112995) is a financial advisory firm headquartered in Wausau, WI. They manage $431,813,937 in 2,223 accounts and serve the financial needs of clients across 6 states (or territories).
-
Total Assets Under Management432MILLION
-
Total Number of Accounts2,223ACCOUNTS
-
Average Account Value$194,248
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
CA, FL, IL, MN, TX, WI
Daniel Evans (CRD# 4684088) 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.
Brian Kamke (CRD# 4135657) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 23 years of experience in the finance industry.
Benjamin Laska (CRD# 6433060) 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.
Eric Madson (CRD# 1300032) 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.
Dang Nguyen (CRD# 4161696) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 23 years of experience in the finance industry.
Kara Proctor (CRD# 5719166) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 10 years of experience in the finance industry.
Terri Rau (CRD# 5574111) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 11 years of experience in the finance industry.
Brian Resch (CRD# 6277236) 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.
Patrick Wallschlaeger (CRD# 865976) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 41 years of experience in the finance industry.
Scott Wallschlaeger (CRD# 4866274) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 19 years of experience in the finance industry.