Advisor at Midwest Professional Planners, Ltd.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Midwest Professional Planners, Ltd.
Location
Crystal Lake, IL 60014
Credentials
Series 65
Industry experience
< 1 year
Bryson Cioni is a financial advisor at Midwest Professional Planners, Ltd. He holds a Series 65 designation and has been in the industry since 2023. Prior to joining Midwest Professional Planners, he worked at Amcor and studied at Iowa State University. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm uses a range of investment strategies, including model portfolios, individual equities, fixed income, and low-cost ETFs, and offers specialized services such as retirement coaching, divorce planning, and retirement plan consulting.
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
755 Mcardle Dr
Crystal Lake, IL 60014
Illinois
Midwest Professional Planners, Ltd.
2025 - Present (1 year)
Midwest Professional Planners, Ltd.
2025 - 2025 (1 year)
Amcor
2023 - 2023 (1 year)
Iowa state university
2022 - 2025 (3 years)
student
2016 - 2022 (6 years)
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Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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