At MPPL Financial, we’re committed to providing comprehensive wealth management solutions for successful individuals and families seeking the clarity to make informed decisions to secure lifestyle needs and achieve a lifetime of financial goals.  

Clients working with us can expect: 

* Accessible Expertise. Whether seeking to retire early, navigate funding a child’s education, or sell a business, clients can count on our multi-disciplinary team to deliver unbiased intellectual capital and experience to help address complex situations and optimize pivotal life moments.

* An Integrated Approach. We connect the dots to help clients achieve their vision and goals with a MPPL Financial Blueprint and a purposeful investment strategy that aligns with how one seeks to live their life today and in the future. 

* A Highly Personalized Relationship. We view ourselves as a financial advocate for our clients. As such, we’re highly committed to building a relationship characterized by ongoing collaboration and communication. Our objective is to proactively anticipate client needs, respond to concerns, and make a positive impact.

We have offices in Duluth, MN, Grand Rapids, MN, Wausau, WI, and Crystal Lake, IL. While we're located in the Midwest, we work with clients across the U.S.




Investment Advisory Services offered through Midwest Professional Planners, Ltd. (“MPPL”), 2610 Stewart Ave., Ste. 100, Wausau, WI 54401, 1-800-236-6775, an SEC-registered investment advisor. Certain representatives of MPPL are also Registered Representatives offering Securities products involving commission or transaction-based fees through APW Capital, Inc., 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, 1-800-637-3211. Member FINRA/SIPC/MSRB. MPPL is independent of APW Capital, Inc. 


MPPL Financial

The Duluth office focuses on financial services, investment analysis, and strategic planning to support regional clients.

Duluth

The Wausau office likely focuses on strategic leadership and operational management for company growth and investment.

Wausau

The Grand Rapids office likely oversees regional operations and strategic initiatives led by the Managing Partner.

Grand Rapids

Scott Wallschlaeger

Jeff Ottosen

This department oversees financial planning, investment strategies, and portfolio management to optimize the organization's financial performance.

Investment and Finance

This department provides strategic direction and overall management for the organization's operations.

Executive Leadership

This department provides expert financial advice and guidance to clients, helping them make informed investment decisions.

Financial Services

This department specializes in evaluating and analyzing investment opportunities to inform strategic financial decisions.

MPPL Financial

Org chart

Teams

Investment and Finance

Executive Leadership

Financial Services

Investment Analysis

Offices

MPPL Financial

Org chart

Teams

Investment and Finance

Executive Leadership

Financial Services

Investment Analysis

Offices

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