Midwest Professional Planners, Ltd.
Midwest Professional Planners, Ltd. is an SEC-registered mass-market adviser in Wausau, WI with $649.3M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Midwest Professional Planners, Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112995, SEC 801-72649, data through 2026-05-18.
- AUM (assets under management / regulatory AUM)
- $649.3M (2026-05-18)
- Firm type
- Mass-Market Adviser
- Location
- Wausau, WI
- Employees
- 29
- Clients
- 720
- CRD
- 112995
- Ownership
- NGUYEN, DANG, JEREMIAH TU; WALLSCHLAEGER, PATRICK, LEE; STANKOWSKI, GENE, ARTHUR; WALLSCHLAEGER, SCOTT, MATTHEW; EVANS, DANIEL, JESSE
How much AUM does Midwest Professional Planners, Ltd. have?
Midwest Professional Planners, Ltd. reported $649.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-18).
Who owns Midwest Professional Planners, Ltd.?
Disclosed owners and executives of Midwest Professional Planners, Ltd. include NGUYEN, DANG, JEREMIAH TU, WALLSCHLAEGER, PATRICK, LEE, STANKOWSKI, GENE, ARTHUR, WALLSCHLAEGER, SCOTT, MATTHEW, EVANS, DANIEL, JESSE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.