ABOUT US

Midwest Professional Planners, Ltd. (MPPL) is a fee-based, financial advisory organization. We’ve been in the financial planning business in Wisconsin since 1980 and in the asset management field since 1989. The firm’s principals have a combined tenure in the financial planning/services industries of over 60 years.


MPPL is a Wisconsin-based SEC Investment Advisor created with the expressed purpose of providing fee-based financial planning and asset management services for individuals to help them achieve their financial goals. MPPL does maintain client relationships in other areas under state-specific exemptions and/or de minimus provisions and reserves the right to refrain from accepting new clients, when state regulations are prohibitive.


We have planners and paraplanners with credentials which include CERTIFIED FINANCIAL PLANNER™ certification with the educational component from the College for Financial Planning, Chartered Financial Consultant (ChFC) from the American College, Practitioner with the Financial Planning Association (FPA), and Registered ParaplannerSM from the College for Financial Planning. Many planners also have backgrounds in the education field, so they have the professional communication skills important to our profession as consultants.


MPPL uses the team approach to financial planning and asset management. In addition to the Planners, the organization utilizes highly skilled Paraplanners and an Advisory Board. The Advisory Board is a panel of professionals and specialists consisting of attorneys, psychologists, certified public accountants, business planners, investment bankers, risk managers and investment consultants. The Advisory Board concept has been used successfully by MPPL since 1983. The result of our combined knowledge is a personal financial plan tailored specifically to the client’s needs and goals.

For a more in-depth look at our company, please refer to our company’s disclosure brochure.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.

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