MIDWEST PROFESSIONAL PLANNERS, LTD.

2610 Stewart Avenue, Suite 100
Wausau, Wisconsin 54401
Tel: 715-848-3474

About MIDWEST PROFESSIONAL PLANNERS, LTD.

MIDWEST PROFESSIONAL PLANNERS, LTD, formally registered with the SEC as MIDWEST PROFESSIONAL PLANNERS, LTD. The firm was established in 08/24/2011. They have over 4 offices throughout the country.

MIDWEST PROFESSIONAL PLANNERS, LTD. is a Wausau, Wisconsin based Financial Planning firm with nearly $431,813,937 assets under management, offering retirement planning & investment advisory services to 2223 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112995
SEC#	801-72649
Assets Managed by Firm	$431,813,937
No. of Clients	2223
No. of Advisors	28

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2223	$431,813,937
Individuals (other than high net worth individuals)	430	$97,479,038
High net worth individuals	182	$319,055,051
Pension and profit sharing plans	5	$11,163,094
Other investment advisers	114	$4,116,754

More Retirement Planning firms in Wausau, Wisconsin:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$287,514,955,453	331500	4069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

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