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Patrick Lee Wallschlaeger

MIDWEST PROFESSIONAL PLANNERS, LTD.·WAUSAU, Wisconsin
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2610 STEWART AVENUE, SUITE 100, WAUSAU, WI 54401CRD# 865976Firm CRD# 112995
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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.

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Focus Areas

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

Firm
MIDWEST PROFESSIONAL PLANNERS, LTD.
MIDWEST PROFESSIONAL PLANNERS, LTD.
AUM
$432M
Regulatory assets under management
Employees
28
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 865976
Firm CRD# 112995
No disclosures on file
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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Other advisors in WAUSAU
Jeanne Ann Wallschlaeger — MIDWEST PROFESSIONAL PLANNERS, LTD.Thomas John Murphy — MIDWEST PROFESSIONAL PLANNERS, LTD.Dang Jeremiah Tu Nguyen — MIDWEST PROFESSIONAL PLANNERS, LTD.John Roberts Chandler — MIDWEST PROFESSIONAL PLANNERS, LTD.Steven Gerard Hessel — MIDWEST PROFESSIONAL PLANNERS, LTD.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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