PATRICK WALLSCHLAEGER

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Patrick L. Wallschlaeger  is the CEO, Chairman of the Board and co-founder of Midwest Professional Planners, Ltd. Pat has over thirty-five years of experience in the financial services industry. Pat enjoys helping people reach their financial planning goals, whether it’s retirement planning, risk management, investment advisory, estate planning, charitable giving or total wealth management. As a Legacy Advisor he specializes in helping successful individuals and businesses leave their Legacy. To some that may be a financial education for their children. For others it may be helping their university or favorite charity, still others it might be a monetary legacy, or for that entrepreneur it might mean keeping the business in the family. In addition, he also helps young advisors discover the opportunities that are available in the wealth management industry and especially at our companies, and has personally mentored many of our brightest new financial planners and advisors.

In addition to his duties as Chairman of the Board, Pat is the Chief Financial Planning Strategist, a Shareholder and Director of Midwest Professional Planners, Ltd. Pat is the Managing Partner of MPPL Financial, as well as Past President and  Board Member for the Samoset Council of the Boy Scouts of America.

 

For many years, Pat wrote a column on financial issues for his local newspaper in addition to currently hosting a weekly TV segment titled “Your Financial Future”. He is a frequent seminar speaker throughout the Midwest on topics ranging from retirement and estate planning to wealth preservation and planned charitable giving.

Pat is licensed to provide investment advisory services and to sell securities, variable products and insurance in several states. 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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