Cory
Wokasch
Midwest Professional Planners, LTD
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About this Advisor
Cory Wokasch is a financial advisor based in Wausau, Wisconsin, working with Midwest Professional Planners, LTD. Cory has previously held positions at Midwest Professional Planners, LTD, Agate Financial Services, Goodin Company, and Lakeshirts. Cory has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Cory 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
Cory Wokasch Work History
Midwest Professional Planners, LTD
Midwest Professional Planners, LTD
Agate Financial Services
Goodin Company
Lakeshirts
Disclosures
Please visit the SEC profile of Cory Wokasch 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
Duluth, MN
Wausau, WI
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.
