Scott M. Wallschlaeger, CFP®,CRPS®

 joined the MPPL team in 2000 and works with individuals, families and privately-owned businesses.  His practice focuses on establishing successful retirement plans, investment programs and financial planning solutions for retirement, education of children, charitable intentions and estate issues.  Scott has resided in the Duluth, MN area since 2000, but regularly works with clients throughout Minnesota and Wisconsin.

Scott is the President, a Shareholder, and Director of Midwest Professional Planners, Ltd., and currently serves on their Investment Committee.  He is also a Partner of MPPL Financial, a member of the Financial Planners Association, Arrowhead Estate Planners, and the past President of the Lake Superior chapter of the National Association of Insurance and Financial Advisors (NAIFA).

Scott is an honors graduate from the University of Minnesota – Duluth Financial Markets Program.  He earned a BA degree in Business with a focus in finance and financial markets.  He also received his financial planning certificate from Kaplan University.  In addition, Scott earned the CERTIFIED  FINANCIAL PLANNER™ practitioner and the Chartered Retirement Plans Specialist designations from the College for Financial Planning®.

Scott 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 of any potential conflict of interest.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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