MIDWEST PROFESSIONAL PLANNERS, LTD.
CRD #112995 SEC #801-72649 WAUSAU, WI 715-848-3474
SEC Registered
Total AUM
$554.3M
Discretionary
$554.3M
Employees
29
Clients
251
Accounts
2,586
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $554.3M | $554.3M | $0 | 29 | 32 |
| Sep 2025 | $554.3M | $554.3M | $0 | 29 | 32 |
| Aug 2025 | $554.3M | $554.3M | $0 | 29 | 32 |
| Aug 2025 | $554.3M | $554.3M | $0 | 29 | 32 |
| Jul 2025 | $554.3M | $554.3M | $0 | 29 | 32 |
| Mar 2025 | $554.3M | $554.3M | $0 | 29 | 32 |
| Nov 2024 | $431.8M | $431.8M | $0 | 28 | 52 |
| Nov 2024 | $431.8M | $431.8M | $0 | 28 | 52 |
| Oct 2024 | $431.8M | $431.8M | $0 | 28 | 52 |
| Jul 2024 | $431.8M | $431.8M | $0 | 28 | 52 |
| Jul 2024 | $431.8M | $431.8M | $0 | 28 | 52 |
| May 2024 | $431.8M | $431.8M | $0 | 28 | 52 |
| Apr 2024 | $431.8M | $431.8M | $0 | 28 | 52 |
| Mar 2024 | $431.8M | $431.8M | $0 | 28 | 52 |
| Feb 2024 | $431.8M | $431.8M | $0 | 28 | 52 |
| Feb 2024 | $431.8M | $431.8M | $0 | 28 | 52 |
| Nov 2023 | $382.6M | $382.6M | $0 | 30 | 40 |
| Nov 2023 | $382.6M | $382.6M | $0 | 30 | 40 |
| Oct 2023 | $382.6M | $382.6M | $0 | 30 | 40 |
| Sep 2023 | $382.6M | $382.6M | $0 | 30 | 40 |
| Aug 2023 | $382.6M | $382.6M | $0 | 30 | 40 |
| Aug 2023 | $382.6M | $382.6M | $0 | 30 | 40 |
| Jun 2023 | $382.6M | $382.6M | $0 | 30 | 40 |
| Apr 2023 | $382.6M | $382.6M | $0 | 30 | 40 |
| Mar 2023 | $382.6M | $382.6M | $0 | 30 | 40 |
| Mar 2023 | $382.6M | $382.6M | $0 | 30 | 40 |
| Mar 2023 | $382.6M | $382.6M | $0 | 30 | 40 |
| Dec 2022 | $408M | $408M | $0 | 30 | 47 |
| Sep 2022 | $408M | $408M | $0 | 30 | 47 |
| May 2022 | $408M | $408M | $0 | 30 | 47 |
| Feb 2022 | $408M | $408M | $0 | 30 | 47 |
| Nov 2021 | $327.6M | $327.6M | $0 | 27 | 35 |
| May 2021 | $327.6M | $327.6M | $0 | 27 | 35 |
| May 2021 | $327.6M | $327.6M | $0 | 27 | 35 |
| Feb 2021 | $327.6M | $327.6M | $0 | 27 | 35 |
| Feb 2021 | $276.5M | $276.5M | $0 | 27 | 34 |
| Jan 2021 | $276.5M | $276.5M | $0 | 27 | 34 |
| Nov 2020 | $276.5M | $276.5M | $0 | 27 | 34 |
| Nov 2020 | $276.5M | $276.5M | $0 | 27 | 34 |
| Aug 2020 | $276.5M | $276.5M | $0 | 27 | 34 |
| Jul 2020 | $276.5M | $276.5M | $0 | 27 | 34 |
| Jun 2020 | $276.5M | $276.5M | $0 | 27 | 34 |
| Mar 2020 | $276.5M | $276.5M | $0 | 27 | 34 |
| Dec 2019 | $210.4M | $210.4M | $0 | 24 | 34 |
| Dec 2019 | $210.4M | $210.4M | $0 | 24 | 34 |
| Jul 2019 | $210.4M | $210.4M | $0 | 24 | 34 |
| Mar 2019 | $210.4M | $210.4M | $0 | 24 | 34 |
| Jan 2019 | $232.3M | $232.3M | $0 | 25 | 27 |
| Nov 2018 | $232.3M | $232.3M | $0 | 25 | 27 |
| Nov 2018 | $232.3M | $232.3M | $0 | 25 | 27 |
| Oct 2018 | $232.3M | $232.3M | $0 | 25 | 27 |
| Oct 2018 | $232.3M | $232.3M | $0 | 25 | 27 |
| Jul 2018 | $232.3M | $232.3M | $0 | 25 | 27 |
| Jun 2018 | $232.3M | $232.3M | $0 | 25 | 27 |
| Jun 2018 | $232.3M | $232.3M | $0 | 25 | 27 |
| May 2018 | $232.3M | $232.3M | $0 | 25 | 27 |
| Mar 2018 | $232.3M | $232.3M | $0 | 25 | 27 |
| Mar 2018 | $232.3M | $232.3M | $0 | 25 | 27 |
| Nov 2017 | $199.7M | $199.7M | $0 | 12 | 0 |
| Nov 2017 | $199.7M | $199.7M | $0 | 12 | 0 |
| Oct 2017 | $199.7M | $199.7M | $0 | 12 | 0 |
| Jul 2017 | $199.7M | $199.7M | $0 | 12 | 400 |
| May 2017 | $199.7M | $199.7M | $0 | 12 | 400 |
| May 2017 | $199.7M | $199.7M | $0 | 12 | 400 |
| Apr 2017 | $199.7M | $199.7M | $0 | 12 | 400 |
| Mar 2017 | $199.7M | $199.7M | $0 | 12 | 400 |
| May 2016 | $184.9M | $184.9M | $0 | 17 | 400 |
| Mar 2016 | $184.9M | $184.9M | $0 | 17 | 400 |
| Mar 2016 | $184.9M | $184.9M | $0 | 17 | 400 |
| Nov 2015 | $215M | $214.9M | $122.1K | 13 | 400 |
| Sep 2015 | $215M | $214.9M | $122.1K | 13 | 400 |
| Jul 2015 | $215M | $214.9M | $122.1K | 13 | 400 |
| Mar 2015 | $215M | $214.9M | $122.1K | 13 | 400 |
| Feb 2015 | $175.4M | $175.3M | $131K | 23 | 400 |
| May 2014 | $175.4M | $175.3M | $131K | 23 | 400 |
| Mar 2014 | $175.4M | $175.3M | $131K | 23 | 400 |
| Mar 2014 | $175.4M | $175.3M | $131K | 23 | 400 |
| Jan 2014 | $154.4M | $154.2M | $200K | 22 | 300 |
| Nov 2013 | $154.4M | $154.2M | $200K | 22 | 300 |
| May 2013 | $154.4M | $154.2M | $200K | 22 | 300 |
| May 2013 | $154.4M | $154.2M | $200K | 22 | 300 |
| Apr 2013 | $154.4M | $154.2M | $200K | 22 | 300 |
| Apr 2013 | $154.4M | $154.2M | $200K | 22 | 300 |
| Apr 2013 | $154.4M | $154.2M | $200K | 22 | 300 |
| Mar 2013 | $154.4M | $154.2M | $200K | 22 | 300 |
| Oct 2012 | $143M | $142.8M | $200K | 11 | 300 |
| Aug 2012 | $143M | $142.8M | $200K | 11 | 300 |
| Aug 2012 | $143M | $142.8M | $200K | 11 | 300 |
| Jul 2012 | $143M | $142.8M | $200K | 11 | 300 |
| Mar 2012 | $143M | $142.8M | $200K | 11 | 300 |
| Aug 2011 | $130.1M | $130M | $125K | -- | -- |
DateSep 2025
Total AUM$554.3M
Discretionary$554.3M
Non-Disc.$0
Employees29
Clients32
DateSep 2025
Total AUM$554.3M
Discretionary$554.3M
Non-Disc.$0
Employees29
Clients32
DateAug 2025
Total AUM$554.3M
Discretionary$554.3M
Non-Disc.$0
Employees29
Clients32
DateAug 2025
Total AUM$554.3M
Discretionary$554.3M
Non-Disc.$0
Employees29
Clients32
DateJul 2025
Total AUM$554.3M
Discretionary$554.3M
Non-Disc.$0
Employees29
Clients32
DateMar 2025
Total AUM$554.3M
Discretionary$554.3M
Non-Disc.$0
Employees29
Clients32
DateNov 2024
Total AUM$431.8M
Discretionary$431.8M
Non-Disc.$0
Employees28
Clients52
DateNov 2024
Total AUM$431.8M
Discretionary$431.8M
Non-Disc.$0
Employees28
Clients52
DateOct 2024
Total AUM$431.8M
Discretionary$431.8M
Non-Disc.$0
Employees28
Clients52
DateJul 2024
Total AUM$431.8M
Discretionary$431.8M
Non-Disc.$0
Employees28
Clients52
DateJul 2024
Total AUM$431.8M
Discretionary$431.8M
Non-Disc.$0
Employees28
Clients52
DateMay 2024
Total AUM$431.8M
Discretionary$431.8M
Non-Disc.$0
Employees28
Clients52
DateApr 2024
Total AUM$431.8M
Discretionary$431.8M
Non-Disc.$0
Employees28
Clients52
DateMar 2024
Total AUM$431.8M
Discretionary$431.8M
Non-Disc.$0
Employees28
Clients52
DateFeb 2024
Total AUM$431.8M
Discretionary$431.8M
Non-Disc.$0
Employees28
Clients52
DateFeb 2024
Total AUM$431.8M
Discretionary$431.8M
Non-Disc.$0
Employees28
Clients52
DateNov 2023
Total AUM$382.6M
Discretionary$382.6M
Non-Disc.$0
Employees30
Clients40
DateNov 2023
Total AUM$382.6M
Discretionary$382.6M
Non-Disc.$0
Employees30
Clients40
DateOct 2023
Total AUM$382.6M
Discretionary$382.6M
Non-Disc.$0
Employees30
Clients40
DateSep 2023
Total AUM$382.6M
Discretionary$382.6M
Non-Disc.$0
Employees30
Clients40
DateAug 2023
Total AUM$382.6M
Discretionary$382.6M
Non-Disc.$0
Employees30
Clients40
DateAug 2023
Total AUM$382.6M
Discretionary$382.6M
Non-Disc.$0
Employees30
Clients40
DateJun 2023
Total AUM$382.6M
Discretionary$382.6M
Non-Disc.$0
Employees30
Clients40
DateApr 2023
Total AUM$382.6M
Discretionary$382.6M
Non-Disc.$0
Employees30
Clients40
DateMar 2023
Total AUM$382.6M
Discretionary$382.6M
Non-Disc.$0
Employees30
Clients40
DateMar 2023
Total AUM$382.6M
Discretionary$382.6M
Non-Disc.$0
Employees30
Clients40
DateMar 2023
Total AUM$382.6M
Discretionary$382.6M
Non-Disc.$0
Employees30
Clients40
DateDec 2022
Total AUM$408M
Discretionary$408M
Non-Disc.$0
Employees30
Clients47
DateSep 2022
Total AUM$408M
Discretionary$408M
Non-Disc.$0
Employees30
Clients47
DateMay 2022
Total AUM$408M
Discretionary$408M
Non-Disc.$0
Employees30
Clients47
DateFeb 2022
Total AUM$408M
Discretionary$408M
Non-Disc.$0
Employees30
Clients47
DateNov 2021
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees27
Clients35
DateMay 2021
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees27
Clients35
DateMay 2021
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees27
Clients35
DateFeb 2021
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees27
Clients35
DateFeb 2021
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$0
Employees27
Clients34
DateJan 2021
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$0
Employees27
Clients34
DateNov 2020
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$0
Employees27
Clients34
DateNov 2020
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$0
Employees27
Clients34
DateAug 2020
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$0
Employees27
Clients34
DateJul 2020
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$0
Employees27
Clients34
DateJun 2020
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$0
Employees27
Clients34
DateMar 2020
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$0
Employees27
Clients34
DateDec 2019
Total AUM$210.4M
Discretionary$210.4M
Non-Disc.$0
Employees24
Clients34
DateDec 2019
Total AUM$210.4M
Discretionary$210.4M
Non-Disc.$0
Employees24
Clients34
DateJul 2019
Total AUM$210.4M
Discretionary$210.4M
Non-Disc.$0
Employees24
Clients34
DateMar 2019
Total AUM$210.4M
Discretionary$210.4M
Non-Disc.$0
Employees24
Clients34
DateJan 2019
Total AUM$232.3M
Discretionary$232.3M
Non-Disc.$0
Employees25
Clients27
DateNov 2018
Total AUM$232.3M
Discretionary$232.3M
Non-Disc.$0
Employees25
Clients27
DateNov 2018
Total AUM$232.3M
Discretionary$232.3M
Non-Disc.$0
Employees25
Clients27
DateOct 2018
Total AUM$232.3M
Discretionary$232.3M
Non-Disc.$0
Employees25
Clients27
DateOct 2018
Total AUM$232.3M
Discretionary$232.3M
Non-Disc.$0
Employees25
Clients27
DateJul 2018
Total AUM$232.3M
Discretionary$232.3M
Non-Disc.$0
Employees25
Clients27
DateJun 2018
Total AUM$232.3M
Discretionary$232.3M
Non-Disc.$0
Employees25
Clients27
DateJun 2018
Total AUM$232.3M
Discretionary$232.3M
Non-Disc.$0
Employees25
Clients27
DateMay 2018
Total AUM$232.3M
Discretionary$232.3M
Non-Disc.$0
Employees25
Clients27
DateMar 2018
Total AUM$232.3M
Discretionary$232.3M
Non-Disc.$0
Employees25
Clients27
DateMar 2018
Total AUM$232.3M
Discretionary$232.3M
Non-Disc.$0
Employees25
Clients27
DateNov 2017
Total AUM$199.7M
Discretionary$199.7M
Non-Disc.$0
Employees12
Clients0
DateNov 2017
Total AUM$199.7M
Discretionary$199.7M
Non-Disc.$0
Employees12
Clients0
DateOct 2017
Total AUM$199.7M
Discretionary$199.7M
Non-Disc.$0
Employees12
Clients0
DateJul 2017
Total AUM$199.7M
Discretionary$199.7M
Non-Disc.$0
Employees12
Clients400
DateMay 2017
Total AUM$199.7M
Discretionary$199.7M
Non-Disc.$0
Employees12
Clients400
DateMay 2017
Total AUM$199.7M
Discretionary$199.7M
Non-Disc.$0
Employees12
Clients400
DateApr 2017
Total AUM$199.7M
Discretionary$199.7M
Non-Disc.$0
Employees12
Clients400
DateMar 2017
Total AUM$199.7M
Discretionary$199.7M
Non-Disc.$0
Employees12
Clients400
DateMay 2016
Total AUM$184.9M
Discretionary$184.9M
Non-Disc.$0
Employees17
Clients400
DateMar 2016
Total AUM$184.9M
Discretionary$184.9M
Non-Disc.$0
Employees17
Clients400
DateMar 2016
Total AUM$184.9M
Discretionary$184.9M
Non-Disc.$0
Employees17
Clients400
DateNov 2015
Total AUM$215M
Discretionary$214.9M
Non-Disc.$122.1K
Employees13
Clients400
DateSep 2015
Total AUM$215M
Discretionary$214.9M
Non-Disc.$122.1K
Employees13
Clients400
DateJul 2015
Total AUM$215M
Discretionary$214.9M
Non-Disc.$122.1K
Employees13
Clients400
DateMar 2015
Total AUM$215M
Discretionary$214.9M
Non-Disc.$122.1K
Employees13
Clients400
DateFeb 2015
Total AUM$175.4M
Discretionary$175.3M
Non-Disc.$131K
Employees23
Clients400
DateMay 2014
Total AUM$175.4M
Discretionary$175.3M
Non-Disc.$131K
Employees23
Clients400
DateMar 2014
Total AUM$175.4M
Discretionary$175.3M
Non-Disc.$131K
Employees23
Clients400
DateMar 2014
Total AUM$175.4M
Discretionary$175.3M
Non-Disc.$131K
Employees23
Clients400
DateJan 2014
Total AUM$154.4M
Discretionary$154.2M
Non-Disc.$200K
Employees22
Clients300
DateNov 2013
Total AUM$154.4M
Discretionary$154.2M
Non-Disc.$200K
Employees22
Clients300
DateMay 2013
Total AUM$154.4M
Discretionary$154.2M
Non-Disc.$200K
Employees22
Clients300
DateMay 2013
Total AUM$154.4M
Discretionary$154.2M
Non-Disc.$200K
Employees22
Clients300
DateApr 2013
Total AUM$154.4M
Discretionary$154.2M
Non-Disc.$200K
Employees22
Clients300
DateApr 2013
Total AUM$154.4M
Discretionary$154.2M
Non-Disc.$200K
Employees22
Clients300
DateApr 2013
Total AUM$154.4M
Discretionary$154.2M
Non-Disc.$200K
Employees22
Clients300
DateMar 2013
Total AUM$154.4M
Discretionary$154.2M
Non-Disc.$200K
Employees22
Clients300
DateOct 2012
Total AUM$143M
Discretionary$142.8M
Non-Disc.$200K
Employees11
Clients300
DateAug 2012
Total AUM$143M
Discretionary$142.8M
Non-Disc.$200K
Employees11
Clients300
DateAug 2012
Total AUM$143M
Discretionary$142.8M
Non-Disc.$200K
Employees11
Clients300
DateJul 2012
Total AUM$143M
Discretionary$142.8M
Non-Disc.$200K
Employees11
Clients300
DateMar 2012
Total AUM$143M
Discretionary$142.8M
Non-Disc.$200K
Employees11
Clients300
DateAug 2011
Total AUM$130.1M
Discretionary$130M
Non-Disc.$125K
Employees--
Clients--