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Current Employers
Midwest Professional Planners, Ltd.

2610 Stewart Avenue, Suite 100, Wausau, WI 54401 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2005-07-11
  • WI RA
    APPROVED
    Since 2005-07-11

Branch Locations

2610 Stewart Avenue, Suite 100, Wausau, WI 54401 • United States

2610 Stewart Avenue, Suite 100, Wausau, WI 54401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Midwest Professional Planners, Ltd. Wausau WI 08/2015 01/2019
Apw Capital, Inc. Wausau WI 10/2017 Present
Midwest Professional Planners, Ltd. Wausau WI 04/2014 Present
Midwest Professional Planners, Ltd. Wausau WI 09/2008 Present
Midwest Professional Planners, Ltd. Wausau WI 07/2007 Present
Midwest Professional Planners, Ltd. Wausau WI 07/2005 Present
Crump Life Insurance Services Wausau WI 02/2018 Present
Mppl Financial Wausau WI 02/2018 12/2024
Midwest Professional Planners, Ltd. Wausau WI 01/2019 07/2021
Midwest Professional Planners, Ltd. Wausau WI 07/2021 Present
Other Businesses

THIS INDIVIDUAL IS DUALLY REGISTERED WITH UNAFFILIATED BROKER/DEALER AND RIA FIRMS. SOME ACTIVITY LISTED IS CONSIDERED OUTSIDE BUSINESS ACTIVITY FOR BROKER/DEALER PURPOSES ONLY, AND SOME ACTIVITY LISTED IS CONSIDERED OUTSIDE BUSINESS ACTIVITY FOR RIA FIRM PURPOSES ONLY. 1) BUSINESS NAME-MIDWEST PROFESSIONAL PLANNERS, LTD., INVESTMENT-RELATED, WAUSAU, WI, NATURE OF BUSINESS-RIA, POSITION-INVESTMENT ADVISOR REPRESENTATIVE, INVESTMENT COMMITTEE MEMBER, DIRECTOR, SHAREHOLDER, FINANCIAL ADVISOR, START-06/2003, 160 HRS/MO. DURING TRADING HOURS, DUTIES-OVERSEE CLIENT SERVICES DEPT., CLIENT SERVICE, TRADING, RESEARCH. 2) BUSINESS NAME-APW CAPITAL, INC., INVESTMENT-RELATED, WAUSAU, WI, NATURE OF BUSINESS-BROKER/DEALER, POSITION-REGISTERED REPRESENTATIVE, START-10/2017, 5 HRS/MO DURING TRADING HOURS, DUTIES-VARIABLE PRODUCT SALES. 3) BUSINESS NAME-MPPL PROPERTIES LLC, WAUSAU, WI; NATURE OF BUSINESS-COMMERCIAL REAL ESTATE ENTITY WHICH OWNS THE MPPL OFFICE BUILDINGS AND RENTS THE BUILDINGS TO MIDWEST PROFESSIONAL PLANNERS, LTD.; POSITION & DUTIES-MEMBER/OWNER; START-12/2017; 1 HR./MO. 4)BUSINESS NAME-CRUMP LIFE INSURANCE SERVICES, INVESTMENT-RELATED, WAUSAU, WI, NATURE OF BUSINESS-INSURANCE WHOLESALER, POSITION-INSURANCE WHOLESALER, START-02/2018, 5 HRS/MO DURING TRADING HOURS, DUTIES-SELL INSURANCE. 5) MPPL Insurance Agent Since 01/2024 Not Investment related

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-02-17
S66 Uniform Combined State Law Examination 2003-09-30
  • S63 Uniform Securities Agent State Law Examination
    2018-02-17
  • S66 Uniform Combined State Law Examination
    2003-09-30
Designations

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