Brian Resch
Brian Resch is a registered investment advisor at Midwest Professional Planners, LTD., based in Wausau, WI, with 12 years of industry experience. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 837 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MPPL Financial manages investments for a fee based on a percentage of your portfolio. The maximum fee is 2.5% annually. Fees are negotiable. MPPL also offers sub-advisory services through Betterment for a maximum fee of 1.5% annually. Clients paying more than $12,000 annually in investment management fees may have ongoing planning fees reduced or waived.
Location
2610 Stewart Avenue, Suite 100, Wausau, WI, 54401
Get directionsHistory
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
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.
Previous Registrations
Jnba Financial Advisors INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.