Scott Wallschlaeger, Cfp®, Crps® Email & Phone Number

Duluth, Minnesota Area

I work with individuals, families and privately-owned businesses focusing on establishing successful retirement plans, investment programs and financial planning solutions for retirement, education of children, charitable intentions and estate issues.Investment Advisory Services offered through Midwest Professional Planners, Ltd. (“MPPL”), 2610 Stewart Ave., Ste. 100, Wausau, WI 54401, 1-800-236-6775, an SEC-registered investment advisor. Certain representatives of MPPL are also Registered Representatives offering Securities products involving commission or transaction based fees through APW Capital, Inc., 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, 1-800-637-3211. Member FINRA/SIPC/MSRB. MPPL is independent of APW Capital, Inc. The information in this website has not been approved or verified by the United States Securities and Exchange Commission. Registration with the SEC or State Regulatory Authority does not imply a certain level of skill or expertise. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Duluth, Minnesota Area

I provide clients with services and products related to investments, insurance, retirement planning, education planning, stocks, bonds, mutual funds, ETF, index funds, investment planning, business succession planning, business retirement plans, business succession, business benefits and employee benefits.

Duluth, Minnesota Area

I assist clients with advanced markets, estate planning, business succession, life, long-term care, and disability insurance, fixed retirement products. tax planning, charitable giving and planning.

Duluth, Minnesota

Financial planning, investment management, variable products, employee benefits, and other financial services and consulting

Duluth, Minnesota Area

Investments, investment management, insurance, retirement planning, retirement plans, qualified plans, education planning, financial consulting, estate planning, tax planning, financial planning

I worked as the chair of a committee for the city of Duluth where we reviewed programs throughout the city that focused on economic development, housing, and basic life needs for people in need. We then recommended to the City Council and Mayor which programs we thought best met our goals and priorities and should be funded for the up-coming year.

Duluth, Minnesota Area

I learned investment and portfolio analysis using a hands-on approach by managing a fund of money for the university.

Ba, Finance And Financial Markets

Activities and Societies: Honors Financial Markets Program Finance ClubBA in Finance, and completed the Honors Financial Markets Program.

Certified Financial Planner™, Employee Benefits, Financial Planning, Business, Insurance, Investments, Tax, Legal, Retirement Plan, Passed (No Grade Level Assigned)

Activities and Societies: None- This was an online programStudied Financial Planning topics like Investments, Estate Planning, Business.