This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Insight ridgeGlacier
- Established Date
- 11-01-1989
- Office Locations
- 4
Office Locations
About Midwest Professional Planners, Ltd.
MPPL Financial (Midwest Professional Planners, Ltd.) is a Wausau, WI-based wealth management firm serving successful individuals and families with holistic financial planning and a purpose-driven investment strategy. The team builds and continuously monitors personalized portfolios alongside tax-smart, retirement, Medicare, and legacy/charitable planning. For distribution, it’s a long-tenured practice (40+ years) with ETF-heavy allocations and custody relationships including Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SCOTT MATTHEW WALLSCHLAEGER
Chief Executive Officer
- CRD
- #4866274
- Ownership
- 25% but less than 50%
Daniel Jesse Evans
DIRECTOR, Investment Advisor
- CRD
- #4684088
- Ownership
- 10% but less than 25%
Matrix meridian
Matrix prime legacy
- CRD
- #67876
- Ownership
- 48.7%
Showing 2 of 15 owners & executives
Unlock allContacts
Bryson John Cioni
Trader/Investment Analyst
- CRD
- #8074969
Evan Michael Cohrs
Financial Planning Associate
- CRD
- #8033469
Foundation frontier
Insight unison
- CRD
- #70124
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $649,341,666 | $238,203 |
| Non-Discretionary | $0 | -- |
| Total | $649,341,666 | $238,203 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $649,341,666
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,347,976,450 | 15.2% |
| Public Funds | $851,353,548 | 9.6% |
| Cash | $3,423,150,723 | 38.6% |
| Corporate - Investment Grade | $1,206,084,192 | 13.6% |
| Municipal Bonds | $886,826,612 | 10.0% |
| U.S. Government/Agency | $1,152,874,596 | 13.0% |
| Total | $8,868,266,121 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH LEGACY | PEAK VERTEX | 2T57PGOD3 | SRI | 3.42% | $54,056,679 |
| ELEMENT PRIME | ZENITH RIDGE | OG1OBUAMO | BZH | 4.41% | $22,989,780 |
| RADIAL PRIME | UNISON PEAK | F9ZFEOGGY | IJMGX | 12.31% | $61,323,292 |
| CAPITAL DELTA | CAPITAL PATHWAY | 527AV0N8W | ONRJK | 2.56% | $114,875,415 |
| EMBER BRIDGE | CREST FOUNDATION | 9Z0UJ9CZC | AJPO | 2.79% | $77,081,731 |
| NORTH HARBOR | WAVE OPTIMA | L0VI40FRZ | HPTBU | 3.27% | $92,346,430 |
| VALUE CREST LEGACY | PRIME NORTH | 3RXJOC5QR | RFZ | 5.00% | $49,738,213 |
| ELEMENT PIONEER OPTIMA | EMBER LEGACY | 3SKWYZ0WL | SRY | 5.11% | $71,116,520 |