Midwest Professional Planners Ltd
Legal Name: MIDWEST PROFESSIONAL PLANNERS, LTD.
Full Contact Details
Midwest Professional Planners Ltd
2610 STEWART AVENUE, SUITE 100, WAUSAU, WI
715-848-3474
715-849-2510
Other Info
Midwest Professional Planners Ltd is legally known as MIDWEST PROFESSIONAL PLANNERS, LTD.. It is a WI Corporation. This firm has 24 employees, of which 15 are employees in advisory roles. It serves 34 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Aug 24, 2011.
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Direct Owners
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BRIAN ROBERT KAMKE
SHAREHOLDER AND DIRECTOR owns less than 5%
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DANG JEREMIAH TU NGUYEN
SHAREHOLDER owns more than 10% but less than 25%
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DANIEL JESSE EVANS
SHAREHOLDER AND DIRECTOR owns more than 5% but less than 10%
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ERIC LEE MADSON
DIRECTOR AND SHAREHOLDER owns more than 10% but less than 25%
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GENE ARTHUR STANKOWSKI
SHAREHOLDER, AND TREASURER owns more than 5% but less than 10%
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GERY JOSEPH SADZEWICZ
CHIEF COMPLIANCE OFFICER owns less than 5%
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JEANNE ANN WALLSCHLAEGER
DIRECTOR, SECRETARY, SHAREHOLDER owns more than 10% but less than 25%
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MARCIA MARIE SCHMIDT
SHAREHOLDER, AND DIRECTOR owns less than 5%
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PATRICK LEE WALLSCHLAEGER
CEO, SHAREHOLDER, DIRECTOR owns more than 25% but less than 50%
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SCOTT MATTHEW WALLSCHLAEGER
SHAREHOLDER, DIRECTOR AND PRESIDENT owns more than 10% but less than 25%
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TERRI MARIE RAU
SHAREHOLDER owns more than 5% but less than 10%
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BRIAN CLINTON RESCH
SHAREHOLDER AND DIRECTOR owns less than 5%
Firms Located Nearby
Top Holdings
- ISHARES TR CORE US AGGBD ET $6,872k
- ISHARES TR RUS 1000 ETF $6,299k
- ISHARES TR $5,923k
- ISHARES RUS $5,193k
- SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP $4,685k
- SPDR SERIES TRUST $4,157k
- SPDR S&P 500 ETF TR TR UNIT $3,851k
- ISHARES $3,245k
- ISHARES $2,941k
- ISHARES $2,871k