Midwest Professional Planners, Ltd.

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Description

  • Our practice is geared to providing high-quality financial consulting and investment advisory services to our clients in a timely, professional and cost-effective manner. One of the enduring philosophies of MPPL has been to develop and maintain good working relationships with the clients we serve. We will provide you with the most meaningful and appropriate professional services, since we take time to know you and your needs.When you select MPPL, you select a firm that has both the resources of a large asset management firm and the commitment to personal service found in smaller firms.Investment Advisory Services offered through Midwest Professional Planners, Ltd. (MPPL), 2610 Stewart Ave., Ste. 100, Wausau, WI 54401, 1-800-236-6775, an SEC-registered investment advisor. Securities products involving commission or transaction based fees are offered through Comprehensive Asset Management and Servicing, Inc. (CAMAS), 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054, 1-800-637-3211. Member FINRA/SIPC/MSRB. MPPL is independent of CAMAS. The information in this website has not been approved or verified by the United States Securities and Exchange Commission. Registration with the SEC or State Regulatory Authority does not imply a certain level of skill or expertise. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
  • location

    Headquarters:2610 Stewart Avenue , Wausau, Wisconsin, United States

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  • Midwest Professional Planners, Ltd. phone

    Phone Number: +1 715-848-3474

  • Midwest Professional Planners, Ltd. website

    Website: https://www.mpplplan.com

  • Midwest Professional Planners, Ltd. employees

    Employees:17

  • Midwest Professional Planners, Ltd. revenue

    Revenue:$1 - 10M

  • Midwest Professional Planners, Ltd. legal name

    Legal Name:Midwest Professional Planners, Ltd.

  • Midwest Professional Planners, Ltd.'s Social Media

    Midwest Professional Planners, Ltd. linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

Investment Strategist And Chief Investment Officer for Midwest Professional Planners, Ltd.

Dan Nguyen

Investment Strategist And Chief Investment Officer

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View Employees

Dan Nguyen

Investment Strategist And Chief Investment Officer

Daniel Evans

Vice President - Financial Planning

Brian Kamke

Vice President

Marcia Schmidt

Senior Manager, Vice President Of Compliance, Human Resource Manager, Director

Frequently Asked Questions regarding Midwest Professional Planners, Ltd.

  • Where are Midwest Professional Planners, Ltd.'s Headquarters?

    Midwest Professional Planners, Ltd.'s Headquarters are in 2610 Stewart Avenue ,Wausau,Wisconsin,United States

  • What is Midwest Professional Planners, Ltd.'s phone number?

    Midwest Professional Planners, Ltd.'s phone number is +1 715-848-3474

  • What is Midwest Professional Planners, Ltd.'s official website?

    Midwest Professional Planners, Ltd.'s official website is https://www.mpplplan.com

  • What is Midwest Professional Planners, Ltd.'s Revenue?

    Midwest Professional Planners, Ltd.'s revenue is $1 - 10M

  • What is Midwest Professional Planners, Ltd.'s NAICS code?

    Midwest Professional Planners, Ltd.'s NAICS code is 523930

  • How many employees are working in Midwest Professional Planners, Ltd.

    Midwest Professional Planners, Ltd. has 17 employees

  • What is Midwest Professional Planners, Ltd.'s Industry?

    Midwest Professional Planners, Ltd. is in the industry of Financial Services

  • Who is Midwest Professional Planners, Ltd.'s Investment Strategist And Chief Investment Officer?

    Midwest Professional Planners, Ltd.'s Investment Strategist And Chief Investment Officer is Dan Nguyen

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