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Midwest Professional Planners, Ltd.

● SEC registered since 2011CRD 112995SEC# 801-72649Wausau, WI
Export (members)
Reg. AUM
$554.3M
Employees
29
Accounts
2,586
Location
Wausau, WI

Midwest Professional Planners, Ltd. assets under management

Midwest Professional Planners, Ltd. is a registered investment adviser overseen by the SEC based in Wausau, WI. The firm has been registered since 2011. It reports $554.3 million in regulatory assets under management and employs 29 people.

Midwest Professional Planners, Ltd. owners & executives

13 reported
NameTitleOwnershipSince
Benjamin Phillip LaskaShareholderUnder 5%2023
Brian Clinton Resch ControlShareholder And Director10-25%2019
Brian Robert KamkeShareholder And TreasurerUnder 5%2008
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Frequently asked questions

How much does Midwest Professional Planners, Ltd. manage?

Midwest Professional Planners, Ltd. reports $554.3 million in regulatory assets under management on its Form ADV.

How many employees does Midwest Professional Planners, Ltd. have?

Midwest Professional Planners, Ltd. reports 29 employees.

Where is Midwest Professional Planners, Ltd. located?

Midwest Professional Planners, Ltd. is based in Wausau, WI and has been SEC-registered since 2011.

Does Midwest Professional Planners, Ltd. disclose fund performance?

Midwest Professional Planners, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2610 Stewart Avenue, Suite 100, Wausau, WI 54401
Phone715-848-3474
Fax715-849-2510
Office hours8:30 a.m. To 5:00 p.m. Mo-Th, Fr 8:30 a.m. To 1:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$554.3M
Non-discretionary$0
Total (RAUM)$554.3M