Best Investors Account Sign in
Inactive

Bryson John Cioni

Midwest Professional Planners, Ltd.

Crystal Lake, IL

Wausau, WI

CRD 8074969

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
IL RA APPROVED 2025-12-12
  • IL RA
    APPROVED
    Since 2025-12-12

Branch Locations

755 Mcardle Dr, Crystal Lake, IL 60014 • 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. Crystal Lake IL 05/2025 12/2025
Amcor Libertyville IL 05/2023 09/2023
Student Crystal Lake IL 01/2016 05/2022
Midwest Professional Planners, Ltd. Crystal Lake IL 12/2025 Present
Iowa State University Crystal Lake IL 08/2022 12/2025
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-12
  • S65 Uniform Investment Adviser Law Examination
    2025-12-12

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
ACRYLIC FINANCIAL, INC.

Nearby Investors

WAYNE JOSEPH POVER
GREG ALAN IMHOFF
JEFFREY ALLAN RODGERS

Nearby Offices

LPL FINANCIAL LLC · CRYSTAL LAKE, IL
THRIVENT INVESTMENT MANAGEMENT INC. · Crystal Lake, IL
ACRYLIC FINANCIAL, INC. · Crystal Lake, IL

More in Crystal Lake, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor