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2610 Stewart Avenue, Suite 100, Wausau, WI 54401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-17 |
| S66 | Uniform Combined State Law Examination | 2003-09-30 |
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