Jonathan
O'Brien
Midwest Professional Planners, LTD
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About this Advisor
Jonathan O'Brien is a financial advisor operating out of Crystal Lake, Illinois with 1 year of industry experience. O'Brien currently works for Midwest Professional Planners, LTD. Throughout their career, O'Brien has worked at Midwest Professional Planners, LTD, St. Joseph Home For The Elderly and Student. O'Brien has a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Illinois. Midwest Professional Planners, LTD is a financial advisory firm that has its headquarters in Wausau, WI. The company has offices in three locations and a total of 30 financial advisors. It manages $383 million in total assets among its 2,482 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 2,482 accounts, 24% belong to high-net-worth individuals who have at least $1 million in assets. Midwest Professional Planners, LTD performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on the type of services provided. However, fee types billed by Midwest Professional Planners, LTD most likely include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Midwest Professional Planners, LTD Brokerage Details
$382,595,317
30
2,482
$154,148
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jonathan O'Brien Work History
Jonathan has been registered as a financial advisor for 1 years.*
Midwest Professional Planners, LTD
Midwest Professional Planners, LTD
St. Joseph Home For The Elderly
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan O'Brien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Midwest Professional Planners, LTD
Duluth, MN
Wausau, WI
Wausau, WI
Duluth, MN
Wausau, WI
Wausau, WI
Wausau, WI
Crystal Lake, IL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
