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Benjamin Laska

Advisor at Midwest Professional Planners, Ltd.

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Midwest Professional Planners, Ltd. logo

Firm

Midwest Professional Planners, Ltd.

Location

Wausau, WI 54401

Credentials

CFP®, Series 63, Series 65

Industry experience

10 years

About

Benjamin Laska is a CFP® with ten years of industry experience, currently serving as a financial advisor at Midwest Professional Planners, Ltd. He has held positions at APW Capital, Inc. and Crump Life Insurance Services, where he also works as an insurance wholesaler. Laska is based in Wausau, Wisconsin. Midwest Professional Planners, Ltd. offers financial planning and discretionary portfolio management to individual clients, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies, including model portfolios, individual equities, fixed-income instruments, and low-cost ETFs, and provides specialized services such as retirement coaching and divorce planning.

Client services

Based on Midwest Professional Planners, Ltd.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Midwest Professional Planners, Ltd.

Divorce financial planning Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Tax strategies for small businesses

Occupation focus

Based on Midwest Professional Planners, Ltd.

Founder/Business Owner Executive

Fee options

Fixed

Financial planning and consulting services fees range from $2,500 to $25,000; initial retainer for divorce planning services is $2,500

Commissions

Commissions are charged for certain securities transactions by registered representatives of APW; MPPL does not share in commissions

Project-based

Hourly financial planning fees from $50/hour up to $600/hour depending on professional

Other

Account minimum: $100,000 Fee-only: Financial planning fees range from $2,500 to $25,000 depending on scope and complexity; hourly fees range from $50/hour to $600/hour

Location

2610 Stewart Avenue, Suite 100

Wausau, WI 54401

Most active in

Texas · Wisconsin

Work history

Midwest Professional Planners, Ltd.

2023 - Present (3 years)

APW Capital, INC.

2021 - 2023 (2 years)

Crump Life Insurance Services

2017 - Present (9 years)

APW Capital, Inc.

2017 - 2021 (4 years)

APW Capital, Inc.

2016 - 2017 (1 year)

Midwest Professional Planners, Ltd.

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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