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2610 Stewart Avenue, Suite 100, Wausau, WI 54401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-01-20 |
Branch Locations
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 | Duluth | MN | 05/2019 | 02/2022 |
| Agate Financial Services | Moose Lake | MN | 05/2018 | 05/2019 |
| Goodin Company | Duluth | MN | 05/2017 | 08/2018 |
| Unemployed | Duluth | MN | 08/2016 | 05/2017 |
| Midwest Professional Planners, Ltd. | Duluth | MN | 02/2022 | Present |
| Midwest Professional Planners, Ltd. | Duluth | MN | 01/2026 | Present |
Crump Insurance Broker Independent Insurance Agent Since 01/2025 Not Investment Related MPPL Insurance, LLC Insurance Agency Insurance Agent Since 01/2025 Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-20 |
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