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Scott Matthew Wallschlaeger

MIDWEST PROFESSIONAL PLANNERS, LTD.·WAUSAU, Wisconsin
Clean recordMIDWEST 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott Matthew 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.

02

Focus Areas

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

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03

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# 4866274
Firm CRD# 112995
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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
Marcia Marie Schmidt
WAUSAU, WI
Brian Clinton Resch
WAUSAU, WI
Dang Jeremiah Tu Nguyen
WAUSAU, WI
Gene Arthur Stankowski
WAUSAU, WI
Jeanne Ann Wallschlaeger
WAUSAU, WI

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)MIDDLETON (29)NEENAH (25)STEVENS POINT (17)
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Research
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