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.

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.

Joseph Faust is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN, holding a Series 65 designation with one year of industry experience. Prior to joining Midwest Professional Planners, he worked in construction-related roles and with the Idaho Steelheads. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, charities, and other legal entities. The firm employs a combination of client-specific financial planning and discretionary portfolio management using quantitative methods and a mix of securities and ETFs, managing approximately $649 million in assets across about 710 client relationships.

Terri Rau is a financial advisor at Midwest Professional Planners, Ltd. with 18 years of industry experience. She holds the ChFC® designation and Series 66 license. Rau has worked primarily with Midwest Professional Planners in various capacities since 2013 and was also associated with APW Capital, Inc. She is involved in pro bono financial planning guidance through the Financial Planning Association and participates in divorce financial planning workshops and consulting. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, and charities with approximately $649 million in assets under management. The firm offers comprehensive financial planning, discretionary portfolio management, retirement coaching, and specialized services including divorce planning, utilizing quantitative methods and a combination of individual securities and ETFs in their investment approach.

Bryson Cioni is a financial advisor at Midwest Professional Planners, Ltd. He holds a Series 65 designation and has approximately one year of industry experience. Prior to joining Midwest Professional Planners, Cioni worked at Amcor and attended Iowa State University. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, and charities, with about $649 million in assets under management. 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 individual securities and low-cost ETFs.

Kara Proctor is a CFP® and Series 66 credentialed advisor with 11 years of industry experience. She currently works at Midwest Professional Planners, Ltd. in Duluth, MN, where she has been employed since 2021. Prior to joining Midwest Professional Planners, she worked at U.S. Bank and RSM US Wealth Management. Proctor serves as treasurer for the Superior Douglas County Family YMCA and is a past president and current board member of Duluth Superior Eco Rotary. 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, specialized services such as divorce planning, and uses quantitative methods and a mix of securities and low-cost ETFs to create customized investment strategies.

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.

Scott Wallschlaeger is a CFP® professional with 21 years of experience, currently serving as an advisor at Midwest Professional Planners, Ltd. He has a background including roles at MPPL Financial and Equitable Advisors. He is a member of the Forbes Finance Council and contributes articles for publication. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, and charities with approximately $649 million in assets under management. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized services such as retirement coaching and divorce planning, utilizing quantitative methods and a mix of individual securities and low-cost ETFs.

Sebastian Sullivan is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN, holding a Series 65 designation with three years of industry experience. Prior to his current role, he worked at the University of Minnesota Duluth and has been involved with the Duluth Entertainment Convention Center as an Ice Maintenance Lead since 2018. Midwest Professional Planners serves individuals, businesses, retirement plans, charities, and other entities with a comprehensive range of financial planning, portfolio management, and specialized services. The firm employs quantitative methods and a mix of individual securities and low-cost ETFs, managing approximately $649 million in assets across about 710 client relationships.

Jesse Dunsmoor is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He is currently with Midwest Professional Planners, Ltd., where he has worked since 2022. Prior to joining the firm, he spent several years at Cleveland-Cliffs Inc. Outside of his advisory role, Dunsmoor coaches youth soccer for the Hermantown Youth Soccer Association. Midwest Professional Planners serves individuals, businesses, retirement plans, and charities, managing approximately $649 million in assets across 710 clients. The firm combines client-specific financial planning with discretionary model strategies, using quantitative methods and a mix of individual securities and ETFs, and offers specialized services such as retirement coaching and divorce planning.

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.

Brian Resch is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN, holding a Series 65 credential 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, serves as a board director for the Labovitz School of Business & Economics Financial Markets Investment Oversight Committee, and participates as a finance committee member for the Area Program for Economic Expansion (APEX). Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, and charities with comprehensive financial planning, discretionary portfolio management, retirement coaching, and specialized services such as divorce planning. The firm uses quantitative methods and a combination of individual securities and low-cost ETFs to implement tailored investment strategies for its clients.

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.

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.

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.