Claim Profile
MB

Michael James Boyce

MIDWEST PROFESSIONAL PLANNERS, LTD.·WAUSAU, Wisconsin
Unclaimed Profile
2610 STEWART AVENUE, SUITE 100, WAUSAU, WI 54401CRD# 1257446Firm CRD# 112995
01

About

Michael James Boyce is a registered financial advisor based in WAUSAU, Wisconsin, affiliated with MIDWEST PROFESSIONAL PLANNERS, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MIDWEST PROFESSIONAL PLANNERS, LTD.
MIDWEST PROFESSIONAL PLANNERS, LTD.
AUM
$432M
Regulatory assets under management
Employees
28
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1257446
Firm CRD# 112995
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WAUSAU?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael James Boyce offer?
Michael James Boyce specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAUSAU, Wisconsin for a consultation.
What are Michael James Boyce's credentials?
Michael James Boyce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael James Boyce located?
Michael James Boyce is based in WAUSAU, Wisconsin, working with MIDWEST PROFESSIONAL PLANNERS, LTD.. Their office serves clients in the WAUSAU metropolitan area and surrounding communities.
How does Michael James Boyce charge for services?
Michael James Boyce'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 →
Browse by specialty