DE
CFP
DE
CFP

Daniel Jesse Evans

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningInvestment ManagementBusiness OwnersCorporate ExecutivesHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
771 clients
Average Client Portfolio
$719K average
Assets Under Management
$554.3M

Fee Structure

Minimum Investment:$100K
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Location

2610 Stewart Avenue, Suite 100, Wausau, WI, 54401

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History

Regulatory History
Clean regulatory record

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.

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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
January 2018 - Present · 8 yrs 1 mo
Midwest Professional Planners, LTD.
July 2005 - Present · 20 yrs 7 mos
Previous Registrations
AXA Advisors, LLCBroker
September 2003 - June 2011 · 7 yrs 9 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.