SW
CFP
SW
CFP

Scott Matthew Wallschlaeger

20 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
Loading...

Location

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

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Scott is dually registered with unaffiliated broker/dealer and RIA firms. He works as a registered representative for APW Capital, an investment advisor representative for Midwest Professional Planners, and an insurance wholesaler for Crump Life Insurance Services, and co-manager of MPPL Properties LLC. He also is a member of Professional Pilots, LLC and MPPL Insurance Insurance Agency Partner.

Employment History
Current Registrations
Apw Capital, INC.Broker
June 2011 - Present · 14 yrs 8 mos
Midwest Professional Planners, LTD.
April 2006 - Present · 19 yrs 10 mos
Previous Registrations
AXA Advisors, LLC
April 2005 - June 2011 · 6 yrs 2 mos
AXA Advisors, LLCBroker
February 2005 - June 2011 · 6 yrs 4 mos
State Registrations17 states
AZCAFLGAILMDMEMIMNMONCNDNJOHSDTNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.