Midwest Professional Planners, Ltd.
● SEC registered since 2011CRD 112995SEC# 801-72649Wausau, WI
Reg. AUM
$649.3M
Employees
29
Accounts
2,726
Location
Wausau, WI
Midwest Professional Planners, Ltd. assets under management
Midwest Professional Planners, Ltd. is a registered investment adviser overseen by the SEC based in Wausau, WI. The firm has been registered since 2011. It reports $649.3 million in regulatory assets under management and employs 29 people.
Midwest Professional Planners, Ltd. owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Phillip Laska | Shareholder | Under 5% | 2023 |
| Brian Clinton Resch Control | Shareholder And Director | 10-25% | 2019 |
| Brian Robert Kamke | Shareholder And Treasurer | Under 5% | 2008 |
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Join to unlock · $37/moFrequently asked questions
How much does Midwest Professional Planners, Ltd. manage?
Midwest Professional Planners, Ltd. reports $649.3 million in regulatory assets under management on its Form ADV.
How many employees does Midwest Professional Planners, Ltd. have?
Midwest Professional Planners, Ltd. reports 29 employees.
Where is Midwest Professional Planners, Ltd. located?
Midwest Professional Planners, Ltd. is based in Wausau, WI and has been SEC-registered since 2011.
Does Midwest Professional Planners, Ltd. disclose fund performance?
Midwest Professional Planners, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2610 Stewart Avenue, Suite 100, Wausau, WI 54401 |
| Phone | 715-848-3474 |
| Fax | 715-849-2510 |
| Office hours | 8:30 a.m. To 5:00 p.m. Mo-Th, Fr 8:30 a.m. To 1:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$649.3M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$649.3Mregulatory AUM
Discretionary $649.3M