Investment adviser representative · Midwest Professional Planners, Ltd.
Brady R. Neumann
CRD 7481032 · Duluth, MN
At a glance
Brady R. Neumann is an investment adviser representative with Midwest Professional Planners, Ltd. in Duluth, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brady’s SEC record dates to 2023, about 3 years ago.
Current advisory firm
- Midwest Professional Planners, Ltd.Since March 2023Duluth, MN · $649M in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brady’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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- Jesse W. DunsmoorWausau · Chartered Financial Analyst
- Daniel J. EvansWausau · Certified Financial Planner
- Levi T. EwanWausau
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