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Financial ADVSR advisor directory · SEC adviser records

Midwest Professional Planners, Ltd. financial advisors in Wausau, WI

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

The short answer

10 registered advisors work at Midwest Professional Planners, Ltd. in Wausau, out of 15 at the firm nationwide; it ranks number 2 in the city by advisors. 4 list the CFP designation and 2 are also registered broker representatives.

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

Every Midwest Professional Planners, Ltd. advisor →

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

Midwest Professional Planners, Ltd. advisors in other cities

Duluth, MN 3Crystal Lake, IL 1

Other firms in Wausau

All Wausau advisors →

LPL Financial LLC 11Packerland Brokerage Services, Inc. 11Edward Jones 9Robert W. Baird & Co. Incorporated 8Buska Wealth Management, LLC 6Focus Financial 6Thrivent Investment Management Inc. 6Ameriprise Financial Services, LLC 5Stifel, Nicolaus & Company, Incorporated 5Cambridge Investment Research Advisors, Inc. 4Equitable Advisors, LLC 4On Investment Management Co. 4

Questions

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

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

Is Midwest Professional Planners, Ltd. one of the largest advisor employers in Wausau?

Midwest Professional Planners, Ltd. ranks number 2 in Wausau by registered advisors; LPL Financial LLC has the most, with 11.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.