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Brian Clinton Resch

11 Years of Experience
May Earn CommissionSells 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.

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Other Business ActivitiesSells Insurance

Brian is involved with several outside business activities, including managing a church's investment portfolio pro-bono, serving as a board director for the Labovitz School of Business & Economics, and acting as a finance committee member for a regional economic development program. Brian also sells fixed insurance products through Crump Life Insurance Services, dedicating minimal time to this activity, and is involved with MPPL Insurance, LLC.

Employment History
Current Registrations
Midwest Professional Planners, LTD.
July 2017 - Present · 8 yrs 7 mos
Previous Registrations
Jnba Financial Advisors INC
January 2014 - July 2017 · 3 yrs 6 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.