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MIDWEST PROFESSIONAL PLANNERS, LTD.
MIDWEST PROFESSIONAL PLANNERS, LTD.
WAUSAU, Wisconsin
·
13 registered advisors
·
CRD# 112995
SEC# 801-72649
3
715-848-3474
01
Firm Overview
AUM
$432M
Regulatory assets under management
Employees
28
Total firm employees
Advisors
13
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MIDWEST PROFESSIONAL PLANNERS, LTD.
13 registered advisors
Benjamin Phillip Laska
WAUSAU, Wisconsin
CFP
CRD# 6433060
Brian Clinton Resch
WAUSAU, Wisconsin
CRD# 6277236
Brian Robert Kamke
WAUSAU, Wisconsin
CRD# 4135657
Dang Jeremiah Tu Nguyen
WAUSAU, Wisconsin
CRD# 4161696
Daniel Jesse Evans
WAUSAU, Wisconsin
CFP
CRD# 4684088
Eric Lee Madson
WAUSAU, Wisconsin
ChFC
CRD# 1300032
Jeffrey Charles Dorward
WAUSAU, Wisconsin
CFP
CRD# 4330733
John Roberts Chandler
WAUSAU, Wisconsin
CRD# 2020323
Kyle Kurtis Dickinson
WAUSAU, Wisconsin
CRD# 6202490
Michael James Boyce
WAUSAU, Wisconsin
ChFC
CRD# 1257446
Patrick Lee Wallschlaeger
WAUSAU, Wisconsin
CRD# 865976
Scott Matthew Wallschlaeger
WAUSAU, Wisconsin
CFP
CRD# 4866274
Terri Marie Rau
WAUSAU, Wisconsin
ChFC
CRD# 5574111
05
Office Locations
WAUSAU, Wisconsin
13 advisors
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Data sourced from SEC Form ADV filings. MIDWEST PROFESSIONAL PLANNERS, LTD. (CRD# 112995) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.