MIDWEST PROFESSIONAL PLANNERS, LTD.

CRD 112995 · SEC 801-72649

Visit website

2610 STEWART AVENUE, SUITE 100, WAUSAU, WI, 54401, United States

Phone

715-848-3474

Fax

715-849-2510

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$649.3M

Discretionary AUM

$649.3M

Team

29 total employees; 15 advisory reps; 45 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Corporation

Filing date

2026-05-18

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	446	$101.6M
High net worth individuals	264	$524.4M
Pension/profit sharing plans	10	$17.3M
Other investment advisers	117	$6.1M

States served

CA, IL, MN, WI, TX, FL

All web addresses on file

http://www.linkedin.com/company//mppl-financial/
HTTP://WWW.MPPLFINANCIAL.COM
http://www.facebook.com/MPPLFinancial

Official SEC filing: View on IAPD