Unclaimed Profile

John Roberts Chandler

MIDWEST PROFESSIONAL PLANNERS, LTD.·WAUSAU, Wisconsin

SIE, Series 6, Series 7, Series 63, Series 65Clean record31 years registeredMIDWEST PROFESSIONAL PLANNERS, LTD.

2610 STEWART AVENUE, SUITE 100, WAUSAU, WI 54401CRD# 2020323Firm CRD# 112995

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Roberts Chandler · WAUSAU, WI

Registration

CRD #2020323 · MIDWEST PROFESSIONAL PLANNERS, LTD. · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MIDWEST PROFESSIONAL PLANNERS, LTD.

MIDWEST PROFESSIONAL PLANNERS, LTD.

Aug 1995 – May 2011

WAUKESHA, WI

EQUITABLE ADVISORS, LLC

Feb 1995 – May 2023

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 17, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MIDWEST PROFESSIONAL PLANNERS, LTD.

CRD 112995 · SEC 801-72649

AUM

$432M

Regulatory assets under management

Employees

2,223 client accounts

Services offered by MIDWEST PROFESSIONAL PLANNERS, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MIDWEST PROFESSIONAL PLANNERS, LTD. →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WAUSAU?

Browse all registered financial advisors in WAUSAU, Wisconsin or claim this profile if it's yours.

Browse WAUSAU Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Roberts Chandler offer?

John Roberts Chandler specializes in Financial Planning, Investment Management, Wealth Management.

What are John Roberts Chandler's credentials?

John Roberts Chandler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Roberts Chandler located?

John Roberts Chandler is based in WAUSAU, Wisconsin, last registered with MIDWEST PROFESSIONAL PLANNERS, LTD..

How does John Roberts Chandler charge for services?

John Roberts Chandler's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MIDWEST PROFESSIONAL PLANNERS, LTD.?

MIDWEST PROFESSIONAL PLANNERS, LTD. has approximately 28 employees and manages $432M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →