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Financial ADVSR advisor directory · SEC adviser records

Midwest Professional Planners, Ltd. financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Midwest Professional Planners, Ltd. office in Wisconsin, by city and A to Z.

The short answer

10 registered advisors work at Midwest Professional Planners, Ltd. in Wisconsin, out of 15 nationwide; it's the firm's number 1 state by advisors, and the most are in Wausau (11). 4 list the CFP designation and 2 are also registered broker representatives.

Midwest Professional Planners, Ltd. advisors by city in Wisconsin

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Wausau 11

Midwest Professional Planners, Ltd. advisors in Wisconsin, A to Z

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Midwest Professional Planners, Ltd. advisors in every state →Midwest Professional Planners, Ltd.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Midwest Professional Planners, Ltd. in other states

Minnesota 3

Questions

How many Midwest Professional Planners, Ltd. financial advisors are in Wisconsin?

10 investment adviser representatives are registered at Midwest Professional Planners, Ltd. offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 15 at the firm nationwide. 4 list the CFP designation and 2 are also registered as broker representatives.

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

Wausau, with 11. Midwest Professional Planners, Ltd. has advisors in 1 city in Wisconsin.

How do I check a Midwest Professional Planners, Ltd. advisor in Wisconsin?

Each advisor below 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. Advisors are listed at the city of the Midwest Professional Planners, Ltd. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.