MIDWEST PROFESSIONAL PLANNERS, LTD.
Wausau, WI
AUM
$649.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
715-848-3474
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WI, WAUSAU
6 advisers found
BUSKA WEALTH MANAGEMENT, LLC
Wausau, WI
AUM
$538.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
715-355-4445
HOFF PRIVATE WEALTH
Wausau, WI
AUM
$177.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
715-841-0405
POINT WEALTH, LLC
Wausau, WI
AUM
$32.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
715-870-2450
MYFAMILYCFO, INC.
Wausau, WI
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
715-241-6763
BORGER CAPITAL MANAGEMENT LLC
Wausau, WI
AUM
$4.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
715-301-8111
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