BEN LASKA

Ben Laskarevisedwebsite

 

Benjamin P. Laska 

joined the MPPL team in 2014. He is a Service Advisor for Midwest Professional Planners, Ltd., and licensed as an Investment Advisor Representative.

Ben’s responsibilities as Service Advisor include providing technical support for the Lead Advisors and Wealth Managers, including data gathering, scenario building, presentation development and participation in client meetings. He is also responsible for processing client account paperwork, troubleshooting, and contacting clients to maintain updated information.

Ben’s experience with MPPL has included Financial Planning Assistant, where he developed an understanding of the planning software programs and processes, provided data entry and maintenance of client information and documents for their initial planning services, assisted in the preparation of Advisory Board materials, the preparation of client report presentation materials, and compiling and maintaining current information and links to the planning programs and software for client ongoing planning services.

Ben has also served MPPL as an Investment Department Assistant, helping the advisors and managers process client custodian accounts and asset transfers, maintaining annuity spreadsheets, assisting with the cost basis process, preparation and review of client investment reports, and supporting the client trades and order ticket processes.

Ben’s previous work experiences include Great Lakes Educational Loan Services and Sentry Insurance.

Ben graduated in 2015 from the University of Wisconsin – Stevens Point, with a Bachelor of Science Degree in Business Administration, including an emphasis in finance, insurance and real estate.

Ben is licensed to provide investment advisory services and to sell securities, variable products and insurance. Please refer to our Disclosure Brochure and Privacy Policy links below for full disclosure or any potential conflict of interest.

Check the background of this investment professional on FINRA’s BrokerCheck.

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