Brian Resch
Advisor at Midwest Professional Planners, Ltd.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Midwest Professional Planners, Ltd.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Duluth, MN 55802
Credentials
Series 65
Industry experience
12 years
Brian Resch is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN, holding a Series 65 designation with 12 years of industry experience. Prior to his current role, he worked at Jnba Financial Advisors Inc. from 2011 to 2017. Outside of his advisory work, Resch manages the investment portfolio for Duluth Bible Church on a pro-bono basis and serves as a board director for the Labovitz School of Business & Economics’ Financial Markets Investment Oversight Committee, providing mentorship and oversight of student investment activities. Midwest Professional Planners, Ltd. offers financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm utilizes model strategies incorporating equities, fixed income, ETFs, and may employ advanced techniques such as options and tax-loss harvesting, along with continuous portfolio monitoring and rebalancing.
Based on Midwest Professional Planners, Ltd.
Based on Midwest Professional Planners, Ltd.
Based on Midwest Professional Planners, Ltd.
Financial planning fees can be flat fees ranging from $2,500 to $25,000; divorce planning requires an initial retainer of $2,500 against fees and costs.
$0+: Up to 2.5% annually (negotiable, maximum rate for traditional asset management) $0+: Up to 1.5% annually for Sub-Adviser services via Betterment platform (negotiable)
Commissions are earned by advisory professionals in their capacity as registered representatives of APW Capital, Inc. for securities and insurance product sales; MPPL does not share in these commissions.
Hourly fees for financial planning range from $50/hour to $600/hour, billed in quarter-hour increments; for divorce planning administrative time is $75/hour, consultation $250/hour, travel time $75/hour, and court/arbitration $250/hour.
Account minimum: $100,000 Fee-only: Financial planning fees range from $2,500 to $25,000 depending on scope and complexity; hourly fees from $50/hour to $600/hour; ongoing financial planning fees charged quarterly in advance; retirement coaching modules range from $99 to $1,500 per module.
309 W. Superior St.
Duluth, MN 55802
Minnesota
Midwest Professional Planners, Ltd.
2023 - Present (3 years)
Midwest Professional Planners, Ltd.
2019 - Present (7 years)
Midwest Professional Planners, Ltd.
2019 - Present (7 years)
Crump Life Insurance Services
2017 - Present (9 years)
Midwest Professional Planners, Ltd.
2017 - Present (9 years)
Jnba Financial Advisors Inc
2011 - 2017 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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