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MIDWEST PROFESSIONAL PLANNERS, LTD.
CRD 112995File 801-72649
APPROVED
Retail clients
Custody
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$649.3M
Above cohort median (national)
Discretionary AUM
$649.3M
Clients
837
2,726 accounts
Employees
29
Above cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 24, 2011
- Principal office
- 2610 STEWART AVENUE, SUITE 100, WAUSAU, WI, 54401
- Phone
- 715-848-3474
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $649.3M
- Discretionary AUM
- $649.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,726
- Non-discretionary accounts
- 0
- Total accounts
- 2,726
- AUM per client
- $776K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 117 | $6.1M |
| High net worth individuals | 264 | $524.4M |
| Pension and profit sharing plans | 10 | $17.3M |
| Individuals (other than high net worth individuals) | 446 | $101.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.