About Us

THE MPPL DIFFERENCE

Since 1980, Midwest Professional Planners, Ltd. (MPPL) has been in the business of helping people. We aren’t your standard financial advisory organization; our team is actually quite different.  We truly have our clients’ best interest in mind, and we know we’re stronger together. That’s why we chose to develop our unique Advisory Board approach, utilizing a select team of experts who best meet each client’s individual needs.  This makes us one of the most unique financial planning companies in the industry.  

We are driven by a set of unshakeable values that have fueled our success over the years. We always put our clients first. We are trustworthy, collaborative and self-aware. We strive for excellence and are lifelong learners. Our aim is to help our clients achieve their financial goals. 

From offices in Wisconsin, Minnesota, and Illinois, we provide financial advisory services to a wide range of personal finance, business and asset management clients.

Large or small, we take the time to understand each client’s unique needs and craft a personalized strategy that aims to maximize their assets and exceed their goals.

OUR TEAM

We know we’re only as strong as the team around us and have cultivated an exceptional lineup of financial advisors. Our advisors are professional communicators with experience in a variety of backgrounds and have earned credentials including:

  • *CERTIFIED FINANCIAL PLANNER™ certification (CFP®)
  • Chartered Financial Analyst (CFA®)
  • Chartered Financial Consultant® (ChFC®)
  • Financial Paraplanner Qualified Professional™ (FPQP™)
  • Chartered Life Underwriter® (CLU®)
  • Chartered Retirement Plans Specialist℠ (CRPS®)
  • Retirement Income Certified Professional® (RICP®)
  • Accredited Investment Fiduciary® (AIF®)
Meet the MPPL Team

*CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.

THE PATH TO PARTNERSHIP

MPPL has been in the business for over 35 years, and we’re always growing our expert team. If you’re an experienced financial advisor and are looking to lend your skills and expertise to the MPPL team, please reach out. 

We’re often hiring for a number of positions. Please browse our open positions and contact us for more information.

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Client Relationship Summary

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