Midwest Professional Planners
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
2610 Stewart Ave Ste 100, Wausau, Wiscon...Phone Number
(715) 848-3474Website
www.mpplfinancial.comRevenue
$6.9 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Midwest Professional Planners
MPPL Financial is an independent fiduciary financial advisor serving clients in Minnesota, Wisconsin, and Illinois, specializing in personalized financial planning and investment management. They cater to affluent individuals, families, business owners, corporate executives, medical professionals, and those navigating life transitions, such as divorce or loss of a spouse. With over 40 years of experience, MPPL Financial empowers clients to make informed financial decisions, build and protect their wealth, and achieve their long-term financial goals. Their comprehensive approach integrates all aspects of a client's financial life, ensuring tailored strategies that align with their unique aspirations and circumstances.Explore more
Midwest Professional Planners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Midwest Professional Plan...
$6.9M
11-50
Private
<$5M
2011
Patrick WallschlaegerExecutive Vice President & Chief Financial Officer, Amp
Company Profile Activity
Activity Insights
Midwest Professional Planners is experiencing very low activity levels compared to other companies in the Finance sector.
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Midwest Professional Planners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Midwest Professional Planners.
Midwest Professional Planners financials insights
Gather financial insights about Midwest Professional Planners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Midwest Professional Planners Tech Stack
A closer look at the technologies used by Midwest Professional Planners
Most Recent Scoops
Promotion
Executive Move
Midwest Professional Planners has announced that Jeff Ottosen has been promoted to the role of President & Chief Operations Officer.
Project
A mid-level source has indicated that initiatives related to data analytics are currently in progress in the finance and accounting department.
Analytics & Insights, Accounting, Data Science
Project
A mid-level source has indicated that initiatives related to customer intelligence are currently in progress in the finance and accounting department.
Accounting
Funding
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Frequently Asked Questions Regarding Midwest Professional Planners
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MPPL Financial is an independent fiduciary financial advisor serving clients in Minnesota, Wisconsin, and Illinois, specializing in personalized financial planning and investment management. They cater to affluent individuals, families, business owners, corporate executives, medical professionals, and those navigating life transitions, such as divo... Read More
