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Benjamin L

CFP®, Series 63, Series 65

Wausau, WI

Midwest Professional Planners, Ltd.

Benjamin Laska is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Midwest Professional Planners, Ltd. He has held roles at APW Capital, Inc. and Crump Life Insurance Services, where he also works as an insurance wholesaler selling fixed insurance products. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, charities, and other entities. The firm combines client-specific financial planning with discretionary portfolio management using quantitative methods and a mix of securities and ETFs, offering specialized services including retirement coaching and divorce planning.

Early retirement planning Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Options & derivatives strategies Founder/Business Owner Executive Retired Self-Employed Mid-Career Professionals Divorced
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Daniel E

CFP®, Series 63, Series 66

Wausau, WI

Midwest Professional Planners, Ltd.

Daniel Evans is a CFP® with 23 years of experience in financial services, currently serving as a financial advisor at Midwest Professional Planners, Ltd. He has worked extensively with Midwest Professional Planners since 2005 and is also affiliated with APW Capital, Inc. and Crump Life Insurance Services. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, charities, and other legal entities. The firm combines client-specific financial planning with discretionary portfolio management and specialized services, including retirement coaching and divorce planning, managing approximately $649 million in assets across 710 client relationships.

Early retirement planning Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Options & derivatives strategies Founder/Business Owner Executive Retired Self-Employed Mid-Career Professionals Divorced
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Brian K

Series 66

Wausau, WI

Midwest Professional Planners, Ltd.

Brian Kamke is a financial advisor at Midwest Professional Planners, Ltd. with 26 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for 11 years. Kamke is also a member and owner of MPPL Properties LLC, a commercial real estate entity associated with his firm. Midwest Professional Planners serves individuals, businesses, retirement plans, and charities, managing approximately $649 million in assets across about 710 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized services such as divorce planning and retirement coaching, combining client-specific strategies with quantitative methods and a mix of individual securities and low-cost ETFs.

Early retirement planning Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Options & derivatives strategies Founder/Business Owner Executive Retired Self-Employed Mid-Career Professionals Divorced
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Dang N

CFA®, Series 63, Series 66

Wausau, WI

Midwest Professional Planners, Ltd.

Dang Nguyen is a CFA® charterholder with 23 years of industry experience, currently serving at Midwest Professional Planners, Ltd. in Wausau, WI. He has been with the firm since 2002. Outside of his advisory role, Nguyen is a member and owner of MPPL Properties LLC, a commercial real estate entity that owns the office buildings rented to Midwest Professional Planners. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, charities, and other entities. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized services such as divorce planning, utilizing quantitative methods and a mix of individual securities and low-cost ETFs.

Early retirement planning Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Options & derivatives strategies Founder/Business Owner Executive Retired Self-Employed Mid-Career Professionals Divorced
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Evan C

Series 65

Wausau, WI

Midwest Professional Planners, Ltd.

Evan Cohrs is a financial advisor at Midwest Professional Planners, Ltd. with Series 65 credentials and one year of industry experience. Prior to joining the firm, he worked at Dean Distributing Inc. for six years. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, charities, and other entities. The firm combines personalized financial planning with discretionary portfolio management, employing quantitative methods and both individual securities and low-cost ETFs.

Early retirement planning Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Options & derivatives strategies Founder/Business Owner Executive Retired Self-Employed Mid-Career Professionals Divorced
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Jennifer S

Series 65

Wausau, WI

Midwest Professional Planners, Ltd.

Jennifer Schult is a financial advisor with Midwest Professional Planners, Ltd. She holds a Series 65 credential and has been with the firm since 2022. Prior to joining the firm, she worked for ten years at Northcentral Technical College. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, charities, and other entities, managing approximately $649 million in assets. The firm offers comprehensive financial planning, discretionary portfolio management, retirement coaching, and specialized services such as divorce planning, utilizing quantitative methods and a mix of individual securities and low-cost ETFs.

Early retirement planning Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Options & derivatives strategies Founder/Business Owner Executive Retired Self-Employed Mid-Career Professionals Divorced
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Levi E

Series 65

Wausau, WI

Midwest Professional Planners, Ltd.

Levi Ewan is a Series 65 licensed financial advisor with Midwest Professional Planners, Ltd. in Wausau, WI, bringing one year of industry experience. His background includes roles at Sierra Pacific Industries and the University of Wisconsin-Stevens Point. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, and charities, managing approximately $649 million in assets. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized services such as divorce planning and retirement coaching, utilizing quantitative methods and a combination of securities and low-cost ETFs.

Early retirement planning Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Options & derivatives strategies Founder/Business Owner Executive Retired Self-Employed Mid-Career Professionals Divorced
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