BL
CFP
BL
CFP

Benjamin Phillip Laska

10 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.

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

Benjamin works as an insurance wholesaler for Crump Life Insurance Services, dedicating about 10-20% of his time to selling fixed insurance products since 2017. He is also an insurance agent with MPPL Insurance, LLC since 2024.

Employment History
Current Registrations
Midwest Professional Planners, LTD.
November 2015 - Present · 10 yrs 3 mos
Previous Registrations
Apw Capital, INC.Broker
August 2016 - November 2023 · 7 yrs 3 mos
State Registrations2 states
TXWI
Advisor
Exams
No exam information available for this advisor.