Midwest Professional Planners, Ltd.
Wausau, WI·SEC-registered · CRD #112995
Midwest Professional Planners, Ltd. is an SEC-registered investment advisory firm in Wausau, WI managing $649M across 2.7k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$649M
Client accounts
2.7k
Advisory staff
15
Fee model
Fee-based
How Midwest Professional Planners, Ltd. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Midwest Professional Planners, Ltd.
How much does Midwest Professional Planners, Ltd. manage?
Per its most recent SEC Form ADV filing (05/18/2026), Midwest Professional Planners, Ltd. reports $649M in regulatory assets under management across roughly 2.7k client accounts.
How does Midwest Professional Planners, Ltd. charge?
Midwest Professional Planners, Ltd. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Midwest Professional Planners, Ltd. a fiduciary?
Yes. Midwest Professional Planners, Ltd. is registered with the U.S. Securities and Exchange Commission (CRD #112995), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Midwest Professional Planners, Ltd. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Midwest Professional Planners, Ltd. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Wausau, WI
Profile compiled from Midwest Professional Planners, Ltd.'s public SEC Form ADV filing (CRD #112995, filed 05/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Midwest Professional Planners, Ltd.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Midwest Professional Planners, Ltd.? Claim this profile.