Education, Certifications, Accreditations

  • Bachelor of Arts, Finance – University of Minnesota – Duluth
  • CERTIFIED FINANCIAL PLANNER™ Certification
  • Chartered Retirement Plans Specialist℠ (CRPS®)

Professional Associations 

  • Arrowhead Estate Planning Council – Board Member & President
  • Financial Planning Association (FPA)
  • Area Partnership for Economic Expansion (APEX) – Investor, Member
  • National Association of Insurance and Financial Advisors (NAIFA) – Past President

Community Involvement 

  • Duluth Community Development Committee – Member
  • Greater Downtown Council – Member
  • Chamber of Commerce – Member

 

Scott Wallschlaeger, CFP®, CRPS®

Scott Wallschlaeger quite literally has financial planning in his blood. As the son of MPPL co-founder Patrick Wallschlaeger, Scott grew up right alongside the business. He actually got a work permit at 12 years old and spent much of his youth learning the ropes. It came as no surprise when Scott earned a degree in finance and started MPPL’s Duluth branch soon after graduating. Today, Scott is MPPL’s President, leading its management team and providing oversight.  He also advises a select group of clients across all markets because his quest to help people achieve their dreams through strategic financial planning is unending. Scott is proud of his work and dedicated to his clients, which is evident in each and every client interaction.

Scott’s passion is contagious, and he lives it in every aspect of his life. When he’s not working directly with clients, he’s stewarding the next generation of financial planners through MPPL’s sponsorship of the University of Minnesota – Duluth financial planning program. Scott fell in love with Duluth and the north shore during college, and he never left. For many years, he chaired the Duluth Community Development Committee to help the region’s underserved population. He and his wife and son enjoy long walks with their dog along the shores of Lake Superior, searching for agates, skipping rocks, fishing and occasionally braving the cold water and jumping in.

Check the background of this investment professional on FINRA’s BrokerCheck.

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