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Wausau, WI Office

Team
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Midwest Professional Planners, Ltd. logo

Midwest Professional Planners, Ltd.

Team

Firm-wide stats for Midwest Professional Planners, Ltd.

Total advisors

17

Across 4 offices

Clients per advisor

42 Low

Avg AUM per client

$881,653 Typical

HNW client ratio

37% Typical

About

Midwest Professional Planners (MPPL Financial) is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), businesses, retirement plans, charities, and other legal entities; the firm reports roughly $649 million in assets under management across about 710 client relationships and a team of 17 advisors. It provides comprehensive financial planning and consulting, discretionary portfolio management, ERISA/qualified plan services, retirement coaching modules (the “Retirement Enhancer”), and specialized services such as divorce planning, and refers clients to an affiliated insurance brokerage for insurance products.

The firm combines client‑specific financial planning with discretionary model strategies and custom portfolios, using quantitative methods, optimization tools, and a mix of individual securities and low‑cost ETFs; it implements strategies either directly or through sub‑advisers and model portfolios (including its Strategic Asset Strategy on the Betterment platform). MPPL provides ongoing plan updates, rebalancing and consolidated performance reporting, and offers participant education for retirement plans and other group workshops as part of its services.

MPPL’s disclosures show several features that are uncommon among similar team firms: some advisory personnel are registered representatives of APW Capital and may effect commissionable transactions (including annuities), the firm operates an affiliated insurance agency, and it maintains a sub‑advisory/wrap relationship with Betterment and an ownership interest in DAF Gives Charitable (a donor‑advised fund) that it may offer to clients. The brochure also discloses paid marketing arrangements (including a SmartVestor profile and vendor‑sponsored events), notes that it may advertise performance and use testimonials, and highlights distinctive offerings such as retirement coaching in partnership with Metamorphosis CCT and dedicated divorce planning services.

Based on Midwest Professional Planners, Ltd.

Expertise

Early retirement planning Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Options & derivatives strategies

Based on Midwest Professional Planners, Ltd.

Occupation focus

Founder/Business Owner Executive Retired Self-Employed

Based on Midwest Professional Planners, Ltd.

Demographic focus

Mid-Career Professionals Divorced

Based on Midwest Professional Planners, Ltd.

Location

2610 Stewart Avenue, Suite 100

Wausau WI 54401

Advisors at this office

7

Advisors at this office

user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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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