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Building 2MIDWEST PROFESSIONAL PLANNERS, LTD.

Map pinWAUSAU, WI
Phone715-848-3474
NotebookSEC #801-72649
Total AUM
$649.3M
Employees
29
Clients
837

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2610 STEWART AVENUE, SUITE 100
WAUSAU
WI 54401
United States
Operating Hours
8:30 AM TO 5:00 PM MO-TH, FR 8:30 AM TO 1:00 PM
EVENINGS BY APPOINTMENT
Phone
715-848-3474
Other Offices
3

ReceiptFinancials

Total AUM
$649.3M
Accounts
2,726
Discretionary
$649.3M
Accounts
2,726
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
446
AUM
$101.6M
HNW Individual Clients
264
AUM
$524.4M
Pension/Profit Sharing Plan Clients
10
AUM
$17.3M
Investment Advisor Clients
117
AUM
$6.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMNTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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