Raymond P. Menard, Jr. - is one of the co-founders of Midwest Professional Planners, Ltd. in 1987. Ray specializes in working with professionals in the medical and dental fields, in addition to retirement and estate planning.

Ray is a licensed financial planner and an associate with Midwest Professional Planners, Ltd and is a member of MPPL's Investment Committee. He is a shareholder of MPPL and previously served as the Secretary and Treasurer on the Board of Directors. He also is a Chartered Financial Consultant and Chartered Life Underwriter with the American College. Ray is a member of the Financial Planners Association and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

In addition, Ray has a nursing degree from the Marshfield School of Nursing and over 15 years of experience in the financial services industry.

Ray is licensed in the following areas:

  • Investments -Series 6, 7, 22, 26, 63, 65
  • Insurance -Life, Health, Variable Contracts

    Please refer to our disclosure brochure for full disclosure or any potential conflict of interest.

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    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.