MIDWEST FINANCIAL PLANNERS INC
CRD #108944 SEC #801-57527 GREENFIELD, WI 414-282-7510
SEC Registered
Total AUM
$28.1M
Discretionary
$25.7M
Employees
5
Clients
25
Accounts
462
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CZAJKOWKI, DEBRA, LYNN | I | SECRETARY & TREASURER | D | Control |
| CZAJKOWSKI, JOHN, BERNARD | I | PRESIDENT | D | Control |
Registrations
Federal
IA
Mar 27, 2002 REGISTERED
Notice Filings (1)
WI
Address
4811 SOUTH 76 STREETSUITE 100
GREENFIELD, WI 53220
USA
Phone: 414-282-7510