Midwest Professional Planners, Ltd.
- Regulatory AUM
- $649M
- Discretionary
- $649M
- Clients
- 837
- Avg AUM / client
- $776K
- Accounts
- 2,726
- Employees
- 29
AUM over time
Annual snapshots from Form ADV filings · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 446 | $102M | 15.6% |
| High net worth individuals | 264 | $524M | 80.8% |
| Pension and profit sharing plans | 10 | $17.3M | 2.67% |
| Other investment advisers | 117 | $6.1M | 0.93% |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wallschlaeger, Patrick, Lee | Shareholder, Director | Nov 1989 (37y) | Less than 5% | |
| Wallschlaeger, Jeanne, Ann | Shareholder | Nov 1998 (28y) | 10% – 25% | |
| Dang Jeremiah Tu Nguyen | Shareholder | CFA | Jun 2003 (23y) | 5% – 10% |
| Stankowski, Gene, Arthur | Shareholder | Jul 2004 (22y) | Less than 5% | |
| Daniel Jesse Evans | Shareholder And Director | CFP | Jul 2005 (21y) | 10% – 25% |
| Brian Robert Kamke | Shareholder And Treasurer | Aug 2008 (18y) | Less than 5% | |
| Scott Matthew Wallschlaeger | Ceo And Shareholder | CFP | Apr 2011 (15y) | 25% – 50% |
| Terri Marie Rau | Shareholder And Director | Chartered Financial Consultant | Mar 2013 (13y) | 5% – 10% |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Jan 2014 (13y) | Less than 5% | |
| Madson, Eric, Lee | Shareholder | Aug 2015 (11y) | Less than 5% | |
| Benjamin Phillip Laska | Shareholder | CFP | Nov 2015 (11y) | Less than 5% |
| Brian Clinton Resch | Shareholder And Director | Jul 2017 (9y) | 10% – 25% | |
| Ottosen, Jeffery, Charles | President, Coo, Secretary, Shareholder And Director | Jan 2023 (4y) | Less than 5% | |
| Kara Jaleen Proctor | Registered representative | CFP | Nov 2021 (5y) | |
| Cory Wokasch | Registered representative | Jan 2022 (5y) | ||
| Jesse W. Dunsmoor | Registered representative | CFA | Aug 2022 (4y) | |
| Brady Robert Neumann | Registered representative | Mar 2023 (3y) | ||
| Sebastian Robert Sullivan | Registered representative | Apr 2023 (3y) | ||
| Joseph James Faust | Registered representative | Aug 2025 (1y) | ||
| Levi Thomas Ewan | Registered representative | Oct 2025 (1y) | ||
| Bryson John Cioni | Registered representative | Dec 2025 (1y) | ||
| Evan Michael Cohrs | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $509M (78% of AUM) Jul 2026
- Pershing $132M (63% of AUM) Dec 2019
- Jackson National Life Distributors Llc $58.4M (11% of AUM) Sep 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗