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Financial ADVSR advisor directory · SEC adviser records

Midwest Professional Planners, Ltd. financial advisors

Every SEC-registered investment adviser representative at Midwest Professional Planners, Ltd., by the state and city of the office they work from.

The short answer

15 registered advisors work at Midwest Professional Planners, Ltd., in 3 states and 3 cities; the most are in Wausau, WI (11). 4 list the CFP designation and 2 are also registered broker representatives.

Search every Midwest Professional Planners, Ltd. advisor by name →Who joined and left Midwest Professional Planners, Ltd. →Midwest Professional Planners, Ltd.: assets, clients and custodians →

Cities with the most Midwest Professional Planners, Ltd. advisors

Wausau, WI 11Duluth, MN 3Crystal Lake, IL 1

Midwest Professional Planners, Ltd. advisors by state

Midwest Professional Planners, Ltd. in Wisconsin 11

Wausau 11

Midwest Professional Planners, Ltd. in Minnesota 3

Duluth 3

Midwest Professional Planners, Ltd. in Illinois 1

Crystal Lake 1

Questions

How many financial advisors does Midwest Professional Planners, Ltd. have?

15 investment adviser representatives are registered with Midwest Professional Planners, Ltd., according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 4 list the CFP designation and 2 are also registered as broker representatives.

Where does Midwest Professional Planners, Ltd. have the most advisors?

Wausau, WI, with 11 registered advisors, then Duluth, MN (3). By state, Wisconsin has the most, with 11.

How do I find a Midwest Professional Planners, Ltd. financial advisor near me?

Pick your state below, then your city, to see every Midwest Professional Planners, Ltd. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Midwest Professional Planners, Ltd. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →