Our practice is geared to providing high-quality financial consulting and investment advisory services to our clients in a timely, professional and cost-effective manner. One of the enduring philosophies of MPPL has been to develop and maintain good working relationships with the clients we serve. We will provide you with the most meaningful and appropriate professional services, since we take time to know you and your needs.
When you select MPPL, you select a firm that has both the resources of a large asset management firm and the commitment to personal service found in smaller firms.
MPPL would be happy to meet with you for a free discovery interview. A discovery interview includes information about our firm and assists you to determine whether our services can help reach your financial goals.
Investment Advisory Services offered through Midwest Professional Planners, Ltd. (“MPPL”), 2610 Stewart Ave., Ste. 100, Wausau, WI 54401, 1-800-236-6775, an SEC-registered investment advisor. Securities products involving commission or transaction based fees are offered through Comprehensive Asset Management and Servicing, Inc. (“CAMAS”), 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054, 1-800-637-3211. Member FINRA/SIPC/MSRB. MPPL is independent of CAMAS. The information in this website has not been approved or verified by the United States Securities and Exchange Commission. Registration with the SEC or State Regulatory Authority does not imply a certain level of skill or expertise. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.