MIDWEST PROFESSIONAL PLANNERS, LTD.

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UUID57e7521f-54d9-5517-93b3-c41480af5c87

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:24:33

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	112995	112995	—	1.0
sec_file_number	801-72649	801-72649	—	—

Profile

Websitehttp://www.linkedin.com/company//mppl-financial/

HQ CityWAUSAU

HQ StateWI

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)554,338,160.0
RAUM (discretionary)554,338,160.0
Actionable assets465,914,569.0
Accounts2,586.0

Institutional Clients

Government AUM0.0
Pension AUM12,752,566.0
Charitable AUM0.0
HNW AUM447,921,446.0

As of 2025-07-24 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
Evans, Daniel, Jesse	SHAREHOLDER AND DIRECTOR	OFFICER	—	{"filing_id": "2014548", "owner_id": "4684088", "source": "adv_part1", "table": "Schedule_A_B"}
OTTOSEN, JEFFERY, CHARLES	PRESIDENT, COO, SECRETARY, SHAREHOLDER AND DIRECTOR	OFFICER	—	{"filing_id": "2014548", "owner_id": "7112130", "source": "adv_part1", "table": "Schedule_A_B"}
RAU, TERRI, MARIE	SHAREHOLDER AND DIRECTOR	OFFICER	—	{"filing_id": "2014548", "owner_id": "5574111", "source": "adv_part1", "table": "Schedule_A_B"}
Resch, Brian, Clinton	SHAREHOLDER AND DIRECTOR	OFFICER	—	{"filing_id": "2014548", "owner_id": "6277236", "source": "adv_part1", "table": "Schedule_A_B"}
WALLSCHLAEGER, PATRICK, LEE	SHAREHOLDER, DIRECTOR	OFFICER	—	{"filing_id": "2014548", "owner_id": "865976", "source": "adv_part1", "table": "Schedule_A_B"}
WALLSCHLAEGER, SCOTT, MATTHEW	CEO AND SHAREHOLDER	OFFICER	—	{"filing_id": "2014548", "owner_id": "4866274", "source": "adv_part1", "table": "Schedule_A_B"}
KAMKE, BRIAN, ROBERT	SHAREHOLDER AND TREASURER	EMPLOYEE	—	{"filing_id": "2014548", "owner_id": "4135657", "source": "adv_part1", "table": "Schedule_A_B"}
LASKA, BENJAMIN, PHILLIP	SHAREHOLDER	EMPLOYEE	—	{"filing_id": "2014548", "owner_id": "6433060", "source": "adv_part1", "table": "Schedule_A_B"}
MADSON, ERIC, LEE	SHAREHOLDER	EMPLOYEE	—	{"filing_id": "2014548", "owner_id": "1300032", "source": "adv_part1", "table": "Schedule_A_B"}
NGUYEN, DANG, JEREMIAH TU	SHAREHOLDER	EMPLOYEE	—	{"filing_id": "2014548", "owner_id": "4161696", "source": "adv_part1", "table": "Schedule_A_B"}
SADZEWICZ, GERY, JOSEPH	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2014548", "owner_id": "1090963", "source": "adv_part1", "table": "Schedule_A_B"}
STANKOWSKI, GENE, ARTHUR	SHAREHOLDER	EMPLOYEE	—	{"filing_id": "2014548", "owner_id": "5160812", "source": "adv_part1", "table": "Schedule_A_B"}
WALLSCHLAEGER, JEANNE, ANN	SHAREHOLDER	EMPLOYEE	—	{"filing_id": "2014548", "owner_id": "4421909", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:33 • csv
```
{
  "date_submitted": "09/05/2025 02:18:23 PM",
  "filing_id": "2014548",
  "reg_type": "IA"
}
```