Midwest Professional Planners, LTD.

Assets Under Management

$554.3M

Number of Clients

771

Number of Advisors

12

Average Client AUM

$719K

AUM per Advisor

$46.2M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

MPPL Financial provides financial planning, investment management, business consulting, retirement plans, tax planning, estate planning, and risk management services to individuals, businesses, trusts, retirement plans, and charities. They offer both limited scope and comprehensive financial planning services.

Fee Structure

Minimum Investment:$100K
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningInvestment ManagementBusiness OwnersCorporate ExecutivesHigh Net Worth
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Location

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

12 Advisors at this firm

Midwest Professional Planners, Ltd. | TrueAdvisor