MPPL Financial
Kara Proctor, CFP®, MBA, serves as the Financial Planning Director at MPPL Financial since November 2021. Prior experience includes roles as a Wealth Management Advisor at U.S. Bank from October 2019 to November 2021, Wealth Management Manager at RSM US Wealth Management, LLC from August 2013 to October 2019, Registered Sales Associate at Raymond James Financial Inc. from September 2009 to August 2013, and Investment Management Associate at Wells Fargo Private Bank from May 2007 to September 2009. Kara Proctor holds a Master of Business Administration in Business Administration and Management from the University of Illinois Urbana-Champaign and a Bachelor of Business Administration in Financial Markets from the University of Minnesota Duluth.
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MPPL Financial
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.
Employees
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