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).

By the Numbers
  • Total Assets Under Management
    432
    MILLION
  • Total Number of Accounts
    2,223
    ACCOUNTS
  • Average Account Value
    $194,248
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
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MN, TX, WI

Financial Advisors at Midwest Professional Planners, Ltd.
Showing 11 - 16 of 16 top financial advisors.
11
Jesse Dunsmoor
CRD#: 7603373
2610 Stewart Avenue, Suite 100, Wausau, WI 54401

Jesse Dunsmoor (CRD# 7603373) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has 1 year of experience in the finance industry.

12
Stephen C. Martin
CRD#: 7608799
2610 Stewart Avenue, Suite 100, Wausau, WI 54401

Stephen Martin (CRD# 7608799) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has 1 year of experience in the finance industry.

13
Brady R. Neumann
CRD#: 7481032
309 W Superior St., Duluth, MN 55802

Brady Neumann (CRD# 7481032) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Duluth, MN and has 1 year of experience in the finance industry.

14
Jonathan P. O'brien
CRD#: 7256048
755 Mcardle Dr., Suite F, Crystal Lake, IL 60014

Jonathan O'brien (CRD# 7256048) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Crystal Lake, IL and has over 2 years of experience in the finance industry.

15
Sebastian R. Sullivan
CRD#: 7679955
Duluth, MN

Sebastian Sullivan (CRD# 7679955) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Duluth, MN and has 1 year of experience in the finance industry.

16
Cory Wokasch
CRD#: 7122117
2610 Stewart Avenue, Suite 100, Wausau, WI 54401

Cory Wokasch (CRD# 7122117) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 2 years of experience in the finance industry.

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