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Benjamin Phillip Laska

Midwest Professional Planners, Ltd.

Wausau, WI

CRD 6433060

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Employer firm

Midwest Professional Planners, Ltd. CRD 112995

$649M regulatory AUM 45 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Midwest Professional Planners, Ltd.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-04
WI RA APPROVED 2015-11-05
  • TX RA
    APPROVED
    Since 2024-01-04
  • WI RA
    APPROVED
    Since 2015-11-05

Branch Locations

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 11/2015 Present
Apw Capital, Inc. Parsippany NJ 08/2016 05/2017
Apw Capital, Inc. Wausau WI 05/2017 01/2021
Crump Life Insurance Services Wausau WI 06/2017 Present
Apw Capital, Inc. Wausau WI 02/2021 11/2023
Midwest Professional Planners, Ltd. Wausau WI 12/2023 Present
Other Businesses

BUSINESS NAME-CRUMP LIFE INSURANCE SERVICES, INVESTMENT-RELATED, WAUSAU WI, NATURE OF BUSINESS-INSURANCE WHOLESALER, POSITION-INSURANCE WHOLESALER, START-06/2017, 16 HRS/MO, DUTIES-SELL FIXED INSURANCE PRODUCTS. MPPL INSURANCE, LLC INSURANCE AGENCY INSURANCE AGENT SINCE 01/2024 NOT INVESTMENT RELATED EVEREST DANCE ASSOCIATION 501(C)(3) FOR THE D.C. EVEREST DANCE PROGRAM CO-TREASURER SINCE 03/2026 NOT INVESTMENT RELATED

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-08-26
S65 Uniform Investment Adviser Law Examination 2015-11-05
  • S63 Uniform Securities Agent State Law Examination
    2016-08-26
  • S65 Uniform Investment Adviser Law Examination
    2015-11-05
Designations
  • Certified Financial Planner
Other Names
  • Benjamin Laska

View on SEC IAPD

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