← Tributary

MIDWEST PROFESSIONAL PLANNERS, LTD.

WAUSAU, WI · CRD 112995 · IAPD ↗ · 715-848-3474

$649.3MRegulatory AUM
15Advisory reps
29Employees
45Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — MIDWEST PROFESSIONAL PLANNERS, LTD. began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
70
April 2025 — MIDWEST PROFESSIONAL PLANNERS, LTD. crossed $500M in regulatory AUM ($431.8M -> $554.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
72
March 2024 — MIDWEST PROFESSIONAL PLANNERS, LTD. grew from 13 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.