MIDWEST PROFESSIONAL PLANNERS, LTD.

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

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

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Wisconsin?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Wisconsin, Wausau

FirmCRD#:170627
SEC#:801-122395
No. of Advisors:8
No. of Clients:3001
AUM:$393,600,000
FirmCRD#:130016
SEC#:801-129615
No. of Advisors:4
No. of Clients:577
AUM:$152,406,411
FirmCRD#:301001
SEC#:801-129458
No. of Advisors:3
No. of Clients:526
AUM:$129,073,766

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.