Kara
Proctor
Midwest Professional Planners, LTD
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About this Advisor
Kara Proctor is a certified financial planner based in Duluth, Minnesota with 2 years of relevant experience. Proctor is currently employed by Midwest Professional Planners, LTD. Proctor has gained experience at Raymond James & Associates Inc, Rsm Us Wealth Management, LLC, U.S. Bank and Midwest Professional Planners, LTD. Proctor has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Minnesota. Midwest Professional Planners, LTD is a business based out of Wausau, WI. It has offices in three locations and a total of 30 employees. It oversees $383 million in assets under management across its 2,482 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 2,482 customer accounts, 24% are associated with high-net-worth individuals who have at least $1 million in investable assets. Midwest Professional Planners, LTD performs a diverse set 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. Fees for financial advisory services typically depend on which services the firm provides the client. However, fee types billed by Midwest Professional Planners, LTD may include 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
Kara Proctor Work History
Kara has been registered as a financial advisor for 2 years.*
Midwest Professional Planners, LTD
Midwest Professional Planners, LTD
U.S. Bank
Rsm Us Wealth Management, LLC
Raymond James & Associates Inc
*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 Kara Proctor 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
Duluth, MN
Wausau, WI
Wausau, WI
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.
