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
Duluth, MN 55802
Credentials
CFP®, Series 66
Industry experience
21 years
Scott Wallschlaeger is a CFP® professional with 21 years of industry experience, currently serving as an investment advisor representative and CEO at Midwest Professional Planners, Ltd. He has held roles at MPPL Financial and Crump Life Insurance Services, among others. Outside of his advisory work, Wallschlaeger is a member of the Forbes Finance Council and contributes articles to Forbes. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management for individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies, including model portfolios, individual equities, fixed income, and ETFs, and offers specialized services such as retirement coaching and divorce planning.
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
2022 - Present (4 years)
MPPL Financial
2013 - 2024 (11 years)
Midwest Professional Planners, Ltd.
2012 - 2023 (11 years)
Crump Life Insurance Services
2011 - Present (15 years)
APW Capital, INC.
2011 - Present (15 years)
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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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