Brady
Neumann
Midwest Professional Planners, LTD
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About this Advisor
Brady Neumann is a financial advisor working in Duluth, Minnesota. Neumann is on the advisory team at Midwest Professional Planners, LTD. Their career trajectory has included roles at Midwest Professional Planners, LTD, Mcdonalds, Student, Cub Foods, University Of St. Thomas - Campus Store, Pine Grove Financial Group, White House Custom Colour and Sam'S Club. Neumann holds a Series 65 license, qualifying them as an investment advisor representative, and can operate in Minnesota. Midwest Professional Planners, LTD is an advisory business operating out of Wausau, WI. The firm has offices in three locations and a total of 30 employees. It controls $383 million in assets under management across its 2,482 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 2,482 accounts, 24% belong to high-net-worth clients who have greater than $1 million in investable assets. Midwest Professional Planners, LTD has a number of services, including 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. Financial advisory fee schedules typically depend on which services the firm provides the client. Fee types charged by Midwest Professional Planners, LTD can consist of 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
Brady Neumann Work History
Brady has been registered as a financial advisor for 0 years.*
Midwest Professional Planners, LTD
Midwest Professional Planners, LTD
Pine Grove Financial Group
Sam'S Club
White House Custom Colour
University Of St. Thomas - Campus Store
Cub Foods
Mcdonalds
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 Brady Neumann 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
Wausau, WI
Wausau, WI
Duluth, MN
Duluth, MN
Wausau, WI
Wausau, WI
Wausau, WI
Crystal Lake, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
