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Scott Matthew Wallschlaeger

MIDWEST PROFESSIONAL PLANNERS, LTD.·WAUSAU, Wisconsin
SIE, Series 7, Series 66CFPClean record21 years registeredMIDWEST PROFESSIONAL PLANNERS, LTD.
2610 STEWART AVENUE, SUITE 100, WAUSAU, WI 54401CRD# 4866274Firm CRD# 112995

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Matthew Wallschlaeger · WAUSAU, WI
Registration
CRD #4866274 · MIDWEST PROFESSIONAL PLANNERS, LTD. · 21 years registered
Brand Profile
Not yet started
01

Career History

MIDWEST PROFESSIONAL PLANNERS, LTD.
Apr 2006 – present
AXA ADVISORS, LLC
Apr 2005 – Jun 2011
PROCTOR, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 15, 2005
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MIDWEST PROFESSIONAL PLANNERS, LTD.
CRD 112995 · SEC 801-72649
AUM
$432M
Regulatory assets under management
Employees
28
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

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05

Frequently Asked Questions

What services does Scott Matthew Wallschlaeger offer?
Scott Matthew Wallschlaeger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAUSAU, Wisconsin for a consultation.
What are Scott Matthew Wallschlaeger's credentials?
Scott Matthew Wallschlaeger holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Scott Matthew Wallschlaeger located?
Scott Matthew 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 Scott Matthew Wallschlaeger charge for services?
Scott Matthew 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 at MIDWEST PROFESSIONAL PLANNERS, LTD.

Eric Lee Madson
WAUSAU, WI
ChFC
Brian Clinton Resch
WAUSAU, WI
John Roberts Chandler
WAUSAU, WI
Patrick Lee Wallschlaeger
WAUSAU, WI
Benjamin Phillip Laska
WAUSAU, WI
CFP
Dang Jeremiah Tu Nguyen
WAUSAU, WI

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