Advisor at Midwest Professional Planners, Ltd.
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Firm
Midwest Professional Planners, Ltd.
Location
Duluth, MN 55802
Credentials
Series 65
Industry experience
12 years
Brian Resch is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN, holding a Series 65 designation with 12 years of industry experience. Prior to his current role, he worked at Jnba Financial Advisors Inc. from 2011 to 2017. Outside of his advisory work, Resch manages the investment portfolio for Duluth Bible Church on a pro-bono basis and serves as a board director for the Labovitz School of Business & Economics’ Financial Markets Investment Oversight Committee, providing mentorship and oversight of student investment activities. Midwest Professional Planners, Ltd. offers financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm utilizes model strategies incorporating equities, fixed income, ETFs, and may employ advanced techniques such as options and tax-loss harvesting, along with continuous portfolio monitoring and rebalancing.
Based on Midwest Professional Planners, Ltd.
Based on Midwest Professional Planners, Ltd.
Financial planning and consulting services fees range from $2,500 to $25,000; initial retainer for divorce planning services is $2,500
Commissions are charged for certain securities transactions by registered representatives of APW; MPPL does not share in commissions
Hourly financial planning fees from $50/hour up to $600/hour depending on professional
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
309 W. Superior St.
Duluth, MN 55802
Minnesota
Midwest Professional Planners, Ltd.
2023 - Present (3 years)
Midwest Professional Planners, Ltd.
2019 - Present (7 years)
Midwest Professional Planners, Ltd.
2019 - Present (7 years)
Crump Life Insurance Services
2017 - Present (9 years)
Midwest Professional Planners, Ltd.
2017 - Present (9 years)
Jnba Financial Advisors Inc
2011 - 2017 (6 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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