Advisor at Midwest Professional Planners, Ltd.
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Firm
Midwest Professional Planners, Ltd.
Location
Duluth, MN 55802
Credentials
Series 65
Industry experience
4 years
Cory Wokasch is a financial advisor at Midwest Professional Planners, Ltd. with four years of industry experience. He holds the Series 65 designation and has worked at Midwest Professional Planners, Ltd. since 2019, with prior experience at Agate Financial Services and Goodin Company. Outside of his advisory role, he is also an independent insurance agent affiliated with MPPL Insurance, LLC. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs model strategies and a mix of equities, fixed income, and low-cost ETFs, while offering 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
309 W. Superior Street
Duluth, MN 55802
Minnesota
Midwest Professional Planners, Ltd.
2026 - Present (1 year)
Midwest Professional Planners, Ltd.
2022 - Present (4 years)
Midwest Professional Planners, Ltd
2019 - 2022 (3 years)
Agate Financial Services
2018 - 2019 (1 year)
Goodin Company
2017 - 2018 (1 year)
unemployed
2016 - 2017 (1 year)
Lakeshirts
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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