# Midwest Professional Planners

Midwest Professional Planners is a RIA based in Wausau, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Wausau, United States
- **Region:** North America
- **Address:** Wausau, WI, United States
- **Assets under management:** Undisclosed
- **Website:** midwestprofessionalplanners.com

## Regulatory record

- **CRD number:** 112995
- **SEC file number:** 801-72649
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-18T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112995

## About

MIDWEST PROFESSIONAL PLANNERS, LTD. is an SEC-registered investment adviser in WAUSAU, WI, registered since 2011. The firm manages approximately $649 million in assets. It employs 29 staff and 15 investment advisers.

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- [Marello Investment Advisors](https://altss.com/profile/marello-investment-advisors-inc)
- [First Associated Investment Advisors](https://altss.com/profile/first-associated-investment-advisors-inc)

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Last updated: 2026-07-06T01:24:21.379Z

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