Unclaimed Profile

Patrick Lee Wallschlaeger

MIDWEST PROFESSIONAL PLANNERS, LTD.·WAUSAU, Wisconsin

Clean recordMIDWEST PROFESSIONAL PLANNERS, LTD.

2610 STEWART AVENUE, SUITE 100, WAUSAU, WI 54401CRD# 865976Firm CRD# 112995

Profile Verification

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

Identity

Patrick Lee Wallschlaeger · WAUSAU, WI

Registration

CRD #865976 · MIDWEST PROFESSIONAL PLANNERS, LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patrick Lee Wallschlaeger 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MIDWEST PROFESSIONAL PLANNERS, LTD.

AUM

$432M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MIDWEST PROFESSIONAL PLANNERS, LTD. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 865976

Firm CRD# 112995

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick Lee Wallschlaeger offer?

Patrick Lee Wallschlaeger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAUSAU, Wisconsin for a consultation.

What are Patrick Lee Wallschlaeger's credentials?

Patrick Lee Wallschlaeger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Lee Wallschlaeger located?

Patrick Lee Wallschlaeger 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 Patrick Lee Wallschlaeger charge for services?

Patrick Lee Wallschlaeger'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.

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