MIDWEST PROFESSIONAL PLANNERS, LTD. - Financial Advisor in Wisconsin, Wausau

Tel: 715-848-3474 2610 Stewart Avenue, Suite 100 Wausau, Wisconsin 54401

About MIDWEST PROFESSIONAL PLANNERS, LTD.

MIDWEST PROFESSIONAL PLANNERS, LTD. is a Wausau, Wisconsin based financial advisory firm with nearly $431,813,937 in assets under management and provides investment advisory services for 2223 clients. There are currently 28 financial advisors at the firm.

General Information

Firm CRD#:

112995

Firm SEC#:

801-72649

Assets Under Management:

$431,813,937

No. of Clients:

2223

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

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