Midwest Professional Planners, Ltd. Employee Directory
Financial ServicesWisconsin, United States11-50 Employees
Midwest Professional Planners, Ltd. is a financial services firm based in Wausau, Wisconsin, offering financial consulting and investment advisory services. The firm emphasizes building long-term relationships with clients and aims to deliver timely, professional, and cost-effective guidance tailored to individual needs, combining the resources of larger asset management with a commitment to personal service. Its services are provided through MPPL, an SEC-registered investment adviser, while securities products involving commission or transaction-based fees are offered through CAMAS, with MPPL independent of CAMAS. The company presents itself as serving clients in a way that is informed by a deep understanding of each client’s situation, acknowledging that personalized planning and advice require engagement and appropriate disclosures. MPPL operates within the financial services industry from its location in the Wisconsin region, and maintains affiliations with established industry entities such as FINRA/SIPC/MSRB through its associates.
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