Midwest Professional Planners, Ltd.
Firm details
- Headquarters
- Wausau, Wisconsin
- CRD number
- 112995
- Registered since
- August 24, 2011
- Website
- mpplfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI80.75%
- Individuals15.65%
- Pension & Profit Sharing Plans2.67%
- Other Investment Advisers0.93%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Midwest Professional Planners, Ltd. is an independent, owner-operated registered investment adviser that has been SEC registered since 2011. The firm serves both individual and family clients as well as institutional accounts and acts as a capital allocator, combining discretionary portfolio management with planning and consulting services. Its fee model is mixed — percentage of AUM plus options for hourly, fixed fees and commission arrangements — and the firm also operates as a registered representative of a broker-dealer and as an insurance broker. Advisory capabilities include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers, along with educational seminars and workshops. Midwest Professional Planners does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds4%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$206M in ETFs
96%
$198M
4%
$7.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $50.3M | 66,008 | 24.46% |
Location
Wausau, WI
Marathon
Location
Wausau, WI
Headquartered in Wausau, WI, anchoring the Wausau-Stevens Point-Wisconsin Rapids, WI metro in the Midwest.
- Metro area
- Wausau-Stevens Point-Wisconsin Rapids, WI
- Region
- Midwest
- County
- Marathon
- Address
- 2610 Stewart Ave
- Time zone
- CT (UTC-6)
- Office locations
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