Midwest Professional Planners Ltd

Midwest Professional Planners Ltd, legally known as MIDWEST PROFESSIONAL PLANNERS, LTD., is a Wisconsin-based corporation with 24 employees, 15 of whom are advisory staff. With an SEC-approved registration since August 2011, the firm serves 34 clients with their financial planning needs.

• BRIAN ROBERT KAMKE

  SHAREHOLDER AND DIRECTOR owns less than 5%

• DANG JEREMIAH TU NGUYEN

  SHAREHOLDER owns more than 10% but less than 25%

• DANIEL JESSE EVANS

  SHAREHOLDER AND DIRECTOR owns more than 5% but less than 10%

• ERIC LEE MADSON

  DIRECTOR AND SHAREHOLDER owns more than 10% but less than 25%

• GENE ARTHUR STANKOWSKI

  SHAREHOLDER, AND TREASURER owns more than 5% but less than 10%

• GERY JOSEPH SADZEWICZ

  CHIEF COMPLIANCE OFFICER owns less than 5%

• JEANNE ANN WALLSCHLAEGER

  DIRECTOR, SECRETARY, SHAREHOLDER owns more than 10% but less than 25%

• MARCIA MARIE SCHMIDT

  SHAREHOLDER, AND DIRECTOR owns less than 5%

• PATRICK LEE WALLSCHLAEGER

  CEO, SHAREHOLDER, DIRECTOR owns more than 25% but less than 50%

• SCOTT MATTHEW WALLSCHLAEGER

  SHAREHOLDER, DIRECTOR AND PRESIDENT owns more than 10% but less than 25%

• TERRI MARIE RAU

  SHAREHOLDER owns more than 5% but less than 10%

• BRIAN CLINTON RESCH

  SHAREHOLDER AND DIRECTOR owns less than 5%

• Financial Fiduciaries LLC

• Examining Midwest Professional Planners Fund's Q3 vs. Q4 2022 Asset Allocation Decisions and ETF 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