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MIDWEST PROFESSIONAL PLANNERS, LTD.

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

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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

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

Firm CRD#:

112995

SEC#:

801-72649

No. of Clients:

2223

Assets under Management

$431,813,937

No. of Advisors:

28

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