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2610 Stewart Avenue, Suite 100, Wausau, WI 54401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-07-19 |
Branch Locations
2610 Stewart Avenue, Suite 100, Wausau, WI 54401 • United States
309 W. Superior St., Duluth, MN 55802 • United States
515 Ne 2Nd Ave. Suite 2, Grand Rapids, MN 55744 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jnba Financial Advisors Inc | Duluth | MN | 05/2011 | 07/2017 |
| Midwest Professional Planners, Ltd. | Duluth | MN | 07/2017 | Present |
| Crump Life Insurance Services | Duluth | MN | 11/2017 | Present |
| Midwest Professional Planners, Ltd. | Duluth | MN | 02/2019 | Present |
| Midwest Professional Planners, Ltd. | Duluth | MN | 05/2019 | Present |
| Midwest Professional Planners, Ltd. | Duluth | MN | 12/2023 | Present |
1)BUSINESS NAME-DULUTH BIBLE CHURCH, DULUTH, MN, NATURE OF BUSINESS-RELIGIOUS ORGANIZATION, Mr. Rech's spends approximately one hour per month for this organization. Mr. Resch is managing the church's investment portfolio on a pro-bono basis, and includes the relevant statements in his quarterly submission. 2)BUSINESS NAME-LSBE FINANCIAL MARKETS INVESTMENT OVERSIGHT COMMITTEE, DULUTH, MN, NATURE OF BUSINESS-LABOVITZ SCHOOL OF BUSINESS & ECONOMICS, POSITION-BOARD DIRECTOR, START-12/2011, 1 HR/MO, DUTIES-PROVIDE MENTORSHIP TO STUDENTS AND OVERSIGHT OF INVESTMENT RECOMMENDATIONS AND PORTFOLIO MANAGEMENT. 3)BUSINESS NAME-CRUMP LIFE INSURANCE SERVICES, DULUTH, MN, INVESTMENT RELATED, NATURE OF BUSINESS-INSURANCE WHOLESALER, START-11/2017, 1-2 HRS/MO, DUTIES-SELL FIXED INSURANCE PRODUCTS. 4)BUSINESS NAME-AREA PROGRAM FOR ECONOMIC EXPANSION (APEX), DULUTH, MN, NATURE OF BUSINESS-REGIONAL PRIVATE SECTOR ECONOMIC DEVELOPMENT, POSITION-FINANCE COMMITTEE MEMBER, START-10/2018, 1-2 HRS/MO, DUTIES-MEETINGS TO CONDUCT BUDGETING, FINANCIAL REVIEW AND OVERSIGHT. 5) FREESTONE FARM, LLC FARM OPERATION SUPPORT AND ASSISTING THE OWNER SINCE 04/01/2021 NOT INVESTMENT RELATED 6) TRAIL LIFE USA TREASURER PROVIDE YOUTH SCOUTING EDUCATION, ACTIVITIES AND SPIRITUAL ENRICHMENT FOR BOYS AGE 6-18 SINCE 03/2024 NOT INVESTMENT RELATED 7) MPPL INSURANCE, LLC INSURANCE AGENCY INSURANCE AGENCE SINCE 01/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-22 |
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