RIA Intel›Advisers›Wisconsin›MIDWEST PROFESSIONAL PLANNERS, LTD.

MIDWEST PROFESSIONAL PLANNERS, LTD.

Advisory

N·WAUSAU, WI

Data as of Jul 20, 2026 · Source: SEC Form ADV

Total AUM
$649M
1-Year AUM Growth
+12.9%
3-Year CAGR
+9.7%
Employees
15
Assets Under Management
Total AUM$649M
Discretionary AUM$649M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients771
Team
Total Employees15
Investment Advisers29
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record83
First FilingAug 1, 2011
Latest FilingJul 20, 2026
🔒 Full AUM trend chart and 83 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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