Midwest Professional Planners is an investment advisor in Wausau with $382.60 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
391586683
SEC advisor number
801-72649
FINRA CRD number
112995
AUM ?
$382.60 mm
(as of 30 Jun 23)
Accounts
2,482
(as of 30 Jun 23)
Employees
30
(13 investment advisory or research)
Address
Midwest Professional Planners
2610 STEWART AVE
SUITE 100
WAUSAU
WI 54401
2610 STEWART AVE
SUITE 100
WAUSAU
WI 54401
Office hours
EVENINGS BY APPOINTMENT, 8:30 AM TO 5:00 PM MO-TH, FR 8:30 AM TO 1:00 PM
Phone
7158483474
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wallschlaeger, Patrick, Lee | Shareholder, Director | 11/1989 | < 5% |
Wallschlaeger, Jeanne, Ann | Secretary and Shareholder | 11/1998 | 10-25% |
Nguyen, Dang, Jeremiah Tu | Shareholder | 07/2004 | 5-10% |
Stankowski, Gene, Arthur | Shareholder, and Co-treasurer | 07/2004 | 5-10% |
Wallschlaeger, Scott, Matthew | President & CEO, Director | 04/2011 | 25-50% |
Sadzewicz, Gery, Joseph | Chief Compliance Officer | 01/2014 | < 5% |
Evans, Daniel, Jesse | Shareholder and Director | 09/2008 | 5-10% |
Madson, Eric, Lee | Director and Shareholder | 08/2015 | 10-25% |
Rau, Terri, Marie | Shareholder and Director | 08/2015 | 5-10% |
Kamke, Brian, Robert | Shareholder. Director and Co-treasurer | 08/2008 | < 5% |
Resch, Brian, Clinton | Shareholder and Director | 05/2019 | 10-25% |
Ottosen, Jeffery, Charles | Shareholder | 01/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 May 24
13F-HR
Quarterly holdings report by institutional manager
15 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22