MPPL Financial
Scott Wallschlaeger, CFP®, CRPS® has extensive experience in financial planning, investments, and insurance, serving as the CEO of MPPL Financial since January 2013. At MPPL Financial, Scott specializes in developing retirement plans and financial solutions for individuals, families, and privately-owned businesses. Simultaneously, Scott has been a Financial Advisor and Registered Representative at APW Capital, Inc. and an Insurance Wholesaler at Crump Life Insurance Services since June 2011. Prior experience includes roles as a Financial Consultant and Registered Representative at AXA Advisors and AXA, where focus included investment management and retirement planning. Additionally, Scott held the position of Chair for Duluth Community Development from 2006 to 2011, advocating for economic development initiatives. Scott holds a BA in Finance and Financial Markets from the University of Minnesota Duluth and completed the CERTIFIED FINANCIAL PLANNER™ program at Kaplan University.
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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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