Cory
Wokasch

Midwest Professional Planners, LTD

CRD#7122117
Investment Advisor
in Wausau, WI

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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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2610 Stewart Avenue, Suite 100
Wausau, WI 54401

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Midwest Professional Planners, LTD Brokerage Details

Total Assets Under Management

$431,813,937

WI Average: $2,826,565,184
Total Number of Employees

28

WI Average: 43
Total Number of Accounts

2,223

WI Average: 1,898
Average Account Size

$194,248

WI Average: $1,489,234

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

2022 - Present (2 years)

Midwest Professional Planners, LTD

2019 - 2022 (3 years)

Midwest Professional Planners, LTD

2018 - 2019 (1 year)

Agate Financial Services

2017 - 2018 (1 year)

Goodin Company

2014 - 2016 (2 years)

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

Cory Wokasch
Wausau, WI
Amanda Unger
Wausau, WI
Jesse Dunsmoor
Wausau, WI
Kara Proctor
Duluth, MN
Sebastian Sullivan
Duluth, MN
Brady Neumann
Duluth, MN
Benjamin Laska
Wausau, WI
Scott Wallschlaeger
Wausau, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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