Best Investors Account Sign in
Inactive

Evan Michael Cohrs

Midwest Professional Planners, Ltd.

Wausau, WI

CRD 8033469

Claim This Profile
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
WI RA APPROVED 2026-05-13
  • WI RA
    APPROVED
    Since 2026-05-13

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 02/2025 08/2026
Dean Distributing Inc. Arbor Vitae WI 09/2016 02/2022
Student Merrill WI 08/2021 12/2024
Midwest Professional Planners, Ltd. Wausau WI 08/2026 Present
Other Businesses

INSURANCE LICENSED LIFE AND HEALTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-30
  • S65 Uniform Investment Adviser Law Examination
    2026-04-30

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
EQUITABLE ADVISORS, LLC

Nearby Investors

Wade Alexander Schuette
Nathan John Birchler
Abigail Rindfleisch

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Wausau, WI
EDWARD JONES · WAUSAU, WI
EQUITABLE ADVISORS, LLC · WAUSAU, WI

More in Wausau, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor