SW
CFP
SW
CFP

Scott Wallschlaeger

21 Years of Experience
BrokerSells Insurance

Scott Wallschlaeger is a CFP-designated registered investment advisor, based in Wausau, WI, with 21 years of industry experience.

Location

2610 Stewart Avenue, Suite 100, Wausau, WI, 54401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Scott is dually registered with unaffiliated broker/dealer and RIA firms. He works as a registered representative for APW Capital, an investment advisor representative for Midwest Professional Planners, and an insurance wholesaler for Crump Life Insurance Services, and co-manager of MPPL Properties LLC. He also is a member of Professional Pilots, LLC and MPPL Insurance Insurance Agency Partner.

Employment History
Current Registrations
Apw Capital, INC.Broker
June 2011 - Present · 14 yrs 10 mos
Midwest Professional Planners, LTD.
April 2006 - Present · 20 yrs
Previous Registrations
AXA Advisors, LLC
April 2005 - June 2011 · 6 yrs 2 mos
AXA Advisors, LLCBroker
February 2005 - June 2011 · 6 yrs 4 mos
State Registrations16 states
AZCAFLGAILMDMEMIMNMONCNDNJOHSDWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.