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).
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Total Assets Under Management432MILLION
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Total Number of Accounts2,223ACCOUNTS
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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
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.
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.
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.
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.
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.
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.