Patrick Wallschlaeger (CRD# 865976) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 41 years of experience in the finance industry.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mppl Financial | Wausau, WI | Jan 2013 - Current | 11 |
| Apw Capital, Inc. | Wausau, WI | Jun 2011 - Current | 12 |
| Crump Life Insurance Services | Wausau, WI | Jun 2011 - Current | 12 |
| Midwest Professional Planners, Ltd. | Wausau, WI | May 1990 - Current | 33 |
| Midwest Professional Planners, Ltd. | Wausau, WI | Nov 1989 - Current | 34 |
| Midwest Professional Planners, Ltd. | Wausau, WI | Oct 1989 - Current | 34 |
| Midwest Professional Planners, Ltd. | Wausau, WI | Jan 1995 - Jan 2022 | 27 |
| Midwest Professional Planners, Ltd. | Waukesha, WI | Oct 2010 - Oct 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1983 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
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Total Assets Under Management432MILLIONS
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Total Number of Accounts2,223ACCOUNTS
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Average Account Value$194,248
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, IL, MN, TX, WI
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