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Levi Thomas Ewan

Midwest Professional Planners, Ltd.

Wausau, WI

CRD 7930248

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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 2025-10-16
  • WI RA
    APPROVED
    Since 2025-10-16

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 06/2024 10/2025
Sierra Pacific Industries Medford WI 06/2023 08/2023
Student Rib Lake WI 01/2016 05/2020
Midwest Professional Planners, Ltd. Wausau WI 10/2025 Present
University Of Wisconsin-Stevens Point Stevens Point WI 08/2020 05/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-15
  • S65 Uniform Investment Adviser Law Examination
    2025-10-15

View on SEC IAPD

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Nearby Offices

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

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