Daniel Evans is a CFP-designated registered investment advisor, based in Wausau, WI, with 22 years of industry experience.
Location
2610 Stewart Avenue, Suite 100, Wausau, WI, 54401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an investment advisor representative, investment committee member, director, shareholder, and financial advisor at Midwest Professional Planners, Ltd., dedicating nearly full-time hours. He is also a registered representative with APW Capital, Inc., spending minimal time on variable product sales, and is a member/owner of MPPL Properties LLC, a commercial real estate entity, spending minimal time. Daniel also works as an insurance wholesaler for Crump Life Insurance Services and is an insurance agent for MPPL Insurance, dedicating a few hours per week to selling insurance.
Employment History
Current Registrations
Apw Capital, INC.Broker
Midwest Professional Planners, LTD.
Previous Registrations
AXA Advisors, LLCBroker
State Registrations1 state
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