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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

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