Brian
Resch
Midwest Professional Planners, LTD
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About this Advisor
Brian Resch is a financial advisor based in Wausau, Wisconsin, working with Midwest Professional Planners, LTD. Brian has previously held positions at Jnba Financial Advisors Inc, Midwest Professional Planners, LTD, and Crump Life Insurance Services. Brian has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Brian is part of Midwest Professional Planners, LTD, which operates out of Wausau, Wisconsin. The firm has 3 offices and 28 employees. The firm manages assets totaling $431.8 million and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Midwest Professional Planners, LTD includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Midwest Professional Planners, LTD Brokerage Details
$431,813,937
28
2,223
$194,248
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
Brian Resch Work History
Midwest Professional Planners, LTD
Midwest Professional Planners, LTD
Midwest Professional Planners, LTD
Midwest Professional Planners, LTD
Crump Life Insurance Services
Jnba Financial Advisors Inc
Disclosures
Please visit the SEC profile of Brian Resch 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
Wausau, WI
Duluth, MN
Wausau, WI
Duluth, MN
Duluth, MN
Wausau, WI
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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.
