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Fiduciary Financial Advisors in Wausau, WI

2610 Stewart Avenue, Suite 100
Wausau, WI 54401
(715) 848-3474
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Fiduciary Financial Advisors in Wausau, WI

MPPL Financial has served Wausau, WI families and business owners from our Stewart Avenue office for more than 35 years. As an independent fiduciary and registered investment advisor, we provide objective, transparent advice designed around your best interests.

Our Wausau financial advisors offer financial planning, retirement planning, investment management, and divorce financial planning for individuals and families, along with business advisory solutions for privately held company owners.

Our Team

We believe collaboration leads to better outcomes. That’s why clients benefit from the collective expertise of advisors and specialists across MPPL Financial who work together to provide thoughtful guidance and personalized service.
Scott Wallschlaeger

Scott Wallschlaeger, CFP®, CRPS®

CEO, Financial Advisor
Jeff Ottosen

Jeff Ottosen

President and Chief Operating Officer
Dan Evans

Dan Evans, CFP®

Financial Advisor
Levi Ewan

Levi Ewan

Financial Advisor
Brian Kamke

Brian Kamke, MBA

Financial Advisor and Vice President Finance
Ben Laska

Ben Laska, CFP®

Financial Advisor
Dan Nguyen

Dan Nguyen, CFA®

Portfolio Manager, Investment Strategist

Evan Cohrs

Financial Planning Associate
Cathy Albrecht

Cathy Albrecht

Client Service Associate

Johnna McCarthy

Client Service Associate
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Services Offered in Wausau, WI

Financial Planning

For Wausau-area families building or preserving wealth.

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Investment Management

Customized tax-smart portfolios that align with your overall financial plan

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Retirement Enhancer

For Wausau professionals 5 years from retirement, or recently retired.

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Divorce Financial Planning

For individuals contemplating or going through a divorce in Marathon County.

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Business Solutions

For privately held businesses across Marathon County and Central Wisconsin — corporate retirement plans, executive benefits, and exit planning.

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Read Reviews from Our Wausau Clients

For more than 35 years, MPPL Financial has proudly served individuals, families, and business owners with trusted financial guidance. See what clients are saying about their experience working with our team.
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Clients were not compensated for providing their review. The opinions expressed by clients are not endorsed by MPPL Financial and may not reflect the views expressed by other clients. Depending on the facts and circumstances, public commentary made directly by a client about their own experience with, or endorsement of, an investment adviser, their personal investments, or their approval of Midwest Professional Planners is considered a testimonial. Testimonials are based on unique experiences from current clients and are not representative of all client experiences nor is it indicative of future performance or success.

Why Choose MPPL Financial in Wausau

Fiduciary Financial Advice

As an independently owned registered investment advisor and fiduciary, we are legally obligated to put your interests first. We provide fee-only financial planning and investment management without the conflicts that can come from broker-dealer ownership.

35+ Years in Wausau

MPPL Financial has served the Wausau, WI market since 1990 from our Stewart Avenue office. Our advisors live in the communities they serve, bringing local perspective and long-term relationships to every client engagement.

Complete Wealth Management

Where many local firms specialize in one service line, MPPL delivers comprehensive financial planning, investment management, retirement planning, divorce financial planning, and business solutions under one roof.

Frequently Asked Questions

Yes. MPPL Financial is a fiduciary financial advisory firm and independent registered investment advisor. That means we are legally and ethically obligated to act in your best interest at all times.

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