Midwest Professional Planners, Ltd.

RIASEC Registered

Total AUM

$649M

Discretionary

$649M

100% of AUM

Avg account

$238K

Accounts

2,726

Employees

Advisory reps

Firm details

Headquarters: Wausau, Wisconsin
CRD number: 112995
Registered since: August 24, 2011
Website: mpplfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI80.75%
Individuals15.65%
Pension & Profit Sharing Plans2.67%
Other Investment Advisers0.93%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Midwest Professional Planners, Ltd. is an independent, owner-operated registered investment adviser that has been SEC registered since 2011. The firm serves both individual and family clients as well as institutional accounts and acts as a capital allocator, combining discretionary portfolio management with planning and consulting services. Its fee model is mixed — percentage of AUM plus options for hourly, fixed fees and commission arrangements — and the firm also operates as a registered representative of a broker-dealer and as an insurance broker. Advisory capabilities include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers, along with educational seminars and workshops. Midwest Professional Planners does not present itself as an active ESG investor.