Midwest Professional Planners, Ltd.

Midwest Professional Planners, Ltd. (MPPL Financial) provides financial planning, discretionary investment management, retirement-plan consulting, and related services to a mix of individual clients, high-net-worth families, businesses, trusts, retirement plans, and charitable entities. The firm documents a broad service menu that also includes divorce planning and a retirement coaching program (the “Retirement Enhancer” developed with Metamorphosis CCT) and offers both limited-scope and ongoing planning engagements.

MPPL combines model-driven portfolio management—using strategic and tactical allocations, individual equities and fixed income, and the occasional use of options or customized strategies—with quantitative analysis and optimization tools and ongoing account rebalancing. The firm also uses third‑party sub-advisers (including access to model portfolios on the Betterment platform) and retains ongoing oversight of those sub-advisers while delivering consolidated reporting and implementation support.

What distinguishes MPPL from many multi-team peers is the firm’s mix of advisory and transactional roles disclosed in the brochure: several advisors are registered representatives of a broker‑dealer (APW Capital) and may receive commissions on certain product sales, the firm operates an affiliated insurance agency (MPPL Insurance) that offers insurance products, and MPPL has an ownership interest in a donor‑advised fund (DAF Gives Charitable) that it offers as an option to clients—each of which the brochure highlights as potential conflicts of interest and describes in disclosure.